None of the 29 investors followed here reported a position in CFA in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CFA trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.9 | 3.3 | -5.5 | 4.9 | 0.6 | 2.4 | 0.9 | 1.1 | -5.1 | 2.6 | +7.8% | ||
| 2025 | 4.0 | -0.9 | -3.5 | -2.5 | 4.0 | 2.7 | 0.4 | 2.2 | 0.7 | -1.2 | 1.7 | -0.4 | +7.2% |
| 2024 | 0.3 | 4.8 | 3.7 | -4.6 | 2.8 | -0.5 | 3.9 | 2.5 | 1.9 | -1.1 | 7.0 | -6.9 | +13.8% |
| 2023 | 5.3 | -3.2 | -0.5 | 0.3 | -3.6 | 6.9 | 2.8 | -2.3 | -4.7 | -3.3 | 8.0 | 5.0 | +10.2% |
| 2022 | -5.5 | -1.9 | 2.9 | -6.5 | 1.2 | -8.4 | 7.7 | -3.0 | -9.1 | 9.8 | 6.2 | -4.8 | −12.8% |
| 2021 | -1.2 | 3.5 | 5.3 | 4.9 | 1.0 | 0.2 | 2.4 | 2.2 | -4.6 | 5.6 | -2.4 | 6.0 | +24.7% |
| 2020 | -1.0 | -9.0 | -16.6 | 12.5 | 5.9 | 0.0 | 5.3 | 4.3 | -2.2 | -0.5 | 11.1 | 3.9 | +10.4% |
| 2019 | 9.1 | 4.3 | 0.2 | 3.9 | -5.9 | 6.9 | 1.2 | -2.1 | 1.9 | 0.9 | 3.7 | 1.9 | +28.3% |
| 2018 | 4.7 | -3.8 | -0.5 | -0.6 | 1.6 | 0.0 | 2.9 | 2.8 | -0.9 | -7.9 | 2.6 | -10.1 | −9.8% |
| 2017 | 2.1 | 3.7 | -0.0 | 1.1 | 1.2 | 1.2 | 1.0 | -0.1 | 2.4 | 2.2 | 4.2 | 0.4 | +21.0% |
| 2016 | -5.5 | 1.9 | 6.3 | 0.0 | 2.4 | -1.0 | 4.2 | 0.5 | -0.6 | -2.0 | 5.4 | 1.0 | +12.7% |
| 2015 | -1.8 | 5.2 | -0.9 | -1.1 | 1.4 | -1.7 | 1.9 | -5.1 | -3.3 | 6.9 | 0.1 | -2.8 | −1.7% |
| 2014 | 3.3 | 0.0 | 0.5 | 4.7 | -1.8 | +6.7% |
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets directly or indirectly in the securities included in the Nasdaq Victory U.S. Large Cap 500 Volatility Weighted Index, an unmanaged, volatility weighted index maintained exclusively by the index provider. The index identifies the 500 largest U.S. stocks by market capitalization measured at the time the index's constituent securities are determined.