None of the 29 investors followed here reported a position in DVOL 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 DVOL 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 | 2.2 | 2.4 | -5.7 | 7.1 | -3.5 | 2.3 | 3.3 | -3.8 | -3.4 | 1.1 | +1.3% | ||
| 2025 | 4.0 | 3.1 | -2.1 | -1.7 | 1.7 | -1.2 | -2.0 | 1.8 | 1.3 | -2.6 | 2.1 | -0.7 | +3.4% |
| 2024 | 2.5 | 5.5 | 3.4 | -4.3 | 3.5 | 0.0 | 4.1 | 4.4 | 0.8 | 2.1 | 7.8 | -7.1 | +24.0% |
| 2023 | 0.5 | -2.3 | -1.0 | 1.6 | -4.5 | 6.6 | -0.7 | -1.1 | -3.8 | -0.3 | 7.8 | 1.8 | +4.0% |
| 2022 | -11.3 | -3.9 | 5.8 | -4.7 | -3.8 | -4.3 | 5.8 | -2.0 | -8.1 | 8.9 | 4.4 | -3.6 | −17.3% |
| 2021 | -2.7 | 0.4 | 3.1 | 7.6 | 0.8 | 1.4 | 5.2 | 3.5 | -7.0 | 8.3 | -0.4 | 6.9 | +29.4% |
| 2020 | 5.3 | -9.5 | -15.4 | 7.6 | 6.7 | -0.8 | 7.5 | 3.9 | -1.4 | -1.2 | 6.8 | 3.4 | +10.3% |
| 2019 | 7.2 | 4.3 | 2.1 | 1.2 | 0.9 | 2.7 | 1.2 | 4.1 | 0.7 | -0.8 | -2.2 | 0.5 | +23.8% |
| 2018 | 3.1 | -8.8 | −6.0% |
Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength."
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