Nasdaq-100 Max 30™ Index
Targets 30% volatility using truVol forecasts to dynamically rebalance the index, increasing or decreasing exposure to the Nasdaq-100 Futures Excess Return Index.
Overview
The Nasdaq-100 Max 30™ Index (NDXMAX30™) is designed to deliver exposure to Nasdaq-100 futures while targeting a volatility level of 30%. The Index uses the truVol® Risk Control Engine to dynamically adjust exposure to the Nasdaq-100 Futures Excess Return Index (the “Underlying Index”) on a daily basis.
Key Facts
| Ticker | NDXMAX30™ |
|---|---|
| Type | Excess Return |
| Weighting | Volatility Driven |
| Rebalancing | Daily |
| Base Date | Dec 31, 2004 |
| Inception Date | Apr 23, 2024 |
Documents
Performance
| Name | Last | Day | 3M | YTD | 1Y | 3Y | 10Y |
|---|---|---|---|---|---|---|---|
| Nasdaq-100 Max 30™ Index | 40,684.65 | -2.18% | 7.42% | 40.48% | 39.31% | 15.25% | 27.21% |
Disclaimer
All information for an index prior to its Inception Date is back-tested, based on the methodology that was in effect on the Inception Date. Back-tested performance, which is hypothetical and not actual performance, can frequently result in material differences between back-tested results and actual results achieved by an investment strategy.
For additional legal information and disclosures on the limitations of back-tested performance, please visit here.
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