Sector Allocation - Performance

The Sector Performance is calculated at the close of each market day.

Sector Performance Since Rebalance

Sector Allocation
Decreased by -0.04%
S&P 500 (SPY)
Increased by 0.34%
FSI vs Index
Decreased by -0.38%

Performance period: July 02, 2026 through July 21, 2026

Year to Date Sector Performance

Sector Allocation
11.79%
S&P 500 (SPY)
Increased by 8.78%
FSI vs Index
Increased by 3.01%

Performance period: January 1, 2026 through July 21, 2026

Inception to Date Sector Performance ( October 1, 2023 )

Sector Allocation
Increased by 80.34%
S&P 500 (SPY)
Increased by 65.68%
FSI vs Index
Increased by 14.66%

Performance period: October 1, 2023 through July 21, 2026

Year to Date Sector Performance

Performance period: January 1, 2026 through July 21, 2026

Inception to Date Sector Performance ( October 1, 2023 )

Performance period: October 1, 2023 through July 21, 2026

Year to Date Sector ETF Performance

Performance period: January 01, 2026 through July 21, 2026

Inception to Date Sector ETF Performance ( October 1, 2023 )

Performance period: October 01, 2023 through July 21, 2026

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