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Learn about IVOL

Think there could be an increase in fixed income volatility? What about inflation expectations? What about falling short term rates or rising long term rates?

IVOL has the potential to hedge against corrections in equity, bond, and real estate markets. Investors can benefit from an increase in volatility and the normalization of the yield curve while also providing the potential for inflation-protected yield.


IVOL standard performance
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. IVOL’s gross expense ratio is 1.04%. Top 10 holdings for IVOL can be found here.