None of the 29 investors followed here reported a position in SYLD 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 SYLD 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 | 5.7 | 3.6 | -0.9 | 5.5 | -1.8 | 1.2 | 5.3 | 3.3 | -6.3 | 1.9 | +18.1% | ||
| 2025 | 2.8 | -4.4 | -5.2 | -5.4 | 4.6 | 3.0 | -0.0 | 7.0 | -1.3 | -2.0 | 3.5 | -0.2 | +1.5% |
| 2024 | -0.4 | 3.1 | 5.6 | -6.0 | 3.3 | -4.1 | 6.6 | -1.4 | 0.8 | -3.2 | 8.1 | -9.5 | +1.3% |
| 2023 | 9.7 | -2.6 | -7.3 | -1.0 | -6.1 | 12.1 | 5.8 | -2.4 | -2.0 | -4.6 | 6.5 | 7.6 | +13.9% |
| 2022 | -3.1 | 1.6 | 0.4 | -4.8 | 4.2 | -14.2 | 8.6 | -0.4 | -10.6 | 14.7 | 5.5 | -6.8 | −8.2% |
| 2021 | 16.5 | 10.2 | 4.9 | 4.1 | 5.0 | -2.5 | -3.7 | 1.9 | -4.2 | 4.2 | -0.9 | 4.0 | +44.9% |
| 2020 | -6.1 | -9.8 | -26.3 | 18.8 | 5.4 | 2.3 | 2.7 | 7.5 | -2.8 | 0.4 | 20.5 | 6.5 | +10.6% |
| 2019 | 9.5 | 4.3 | -2.9 | 4.0 | -10.2 | 7.0 | 1.8 | -6.1 | 5.9 | 2.4 | 5.4 | 2.7 | +24.1% |
| 2018 | 4.4 | -4.5 | -1.4 | 1.0 | 0.6 | -1.2 | 3.8 | 2.7 | -2.1 | -7.6 | -0.3 | -10.8 | −15.4% |
| 2017 | 1.4 | 3.8 | -0.7 | -0.0 | -1.3 | 2.0 | 1.1 | -1.8 | 4.5 | 1.3 | 4.1 | 2.5 | +18.0% |
| 2016 | -6.1 | 0.9 | 5.8 | -1.3 | 1.0 | -2.2 | 4.2 | 1.1 | 0.9 | -1.7 | 9.4 | 0.6 | +12.6% |
| 2015 | -2.2 | 6.2 | -1.8 | -0.8 | 1.4 | -2.2 | 1.4 | -5.2 | -3.2 | 7.6 | 0.7 | -8.4 | −7.3% |
| 2014 | -3.3 | 5.8 | 0.7 | -0.9 | 1.6 | 1.0 | -2.1 | 4.8 | -4.1 | 2.9 | 3.0 | -2.8 | +6.2% |
| 2013 | -0.3 | 7.5 | -3.6 | 4.3 | 4.9 | 2.0 | 1.3 | +16.8% |
The fund is actively managed and seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its total assets in equity securities, including common stock, issued by U.S.-based publicly listed companies that provide high "shareholder yield." Its investment adviser, Cambria Investment Management, L.P. ("Cambria" or the "Adviser"), defines "shareholder yield" as the totality of returns realized by an investor from a company’s cash payments for dividends, buybacks and debt paydowns.