PLEX-BR-2026-03-25-opt-return-FIX10s-vol

Asset Allocation

Position	Category/Sector	Target Weight
AGNC AGNC Investment Corp.	Real Estate	1.04%
ARDC Ares Dynamic Credit Allocation Fund, Inc.	Financial Services	1.04%
BKLN Invesco Senior Loan ETF	High Yield Bonds	20.90%
DSU BlackRock Debt Strategies Fund, Inc.	Bank Loan	1.04%
EMO ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	1.04%
EVF Eaton Vance Senior Income Trust	Financial Services	1.04%
FEPI REX FANG & Innovation Equity Premium Income ETF	Technology Equities	1.04%
FRA BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	1.04%
FSCO FS Credit Opportunities Corp.	Financial Services	1.04%
FTHY First Trust High Yield Opportunities 2027 Term Fund	High Yield Bonds	1.04%
FTSL First Trust Senior Loan Fund	High Yield Bonds, Actively Managed	20.83%
GHY PGIM Global High Yield Fund	High Yield Bonds	1.04%
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF	Large Cap Growth Equities, Dividend	1.04%
GPIX Goldman Sachs S&P 500 Core Premium Income ETF	Dividend, S&P 500	1.04%
HYT BlackRock Corporate High Yield Fund	High Yield Bonds	1.04%
IGLD FT Cboe Vest Gold Strategy Target Income ETF	Precious Metals, Gold	1.04%
IWMI NEOS Russell 2000 High Income ETF	Derivative Income	1.04%
JEPI JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	1.04%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	Derivative Income	1.04%
JFR Nuveen Floating Rate Income Fund	High Yield Bonds	1.04%
KIO KKR Income Opportunities Fund	Multisector Bonds	1.04%
MLPI Neos MLP & Energy Infrastructure High Income ETF	Energy Equities	1.04%
OXLC Oxford Lane Capital Corp.	Financial Services	1.04%
PAXS Pax-Global Sustainable Equity Fund		1.04%
PBDC Putnam BDC Income ETF	Financials Equities	1.04%
PDI PIMCO Dynamic Income Fund	Financial Services	1.04%
PFFR InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	1.04%
PFL PIMCO Income Strategy Fund	Multisector Bonds	1.04%
PFN PIMCO Income Strategy Fund II	Multisector Bonds	1.04%
PGZ Principal Real Estate Income Fund	Financial Services	1.04%
PSK SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	1.04%
QQQI NEOS Nasdaq-100 High Income ETF	Derivative Income	1.04%
RA Brookfield Real Assets Income Fund Inc.	Multisector Bonds	1.04%
SPYI NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	1.04%
SRLN SPDR Blackstone Senior Loan ETF	High Yield Bonds	20.83%
THQ Abrdn Healthcare Opportunities Fund	Health & Biotech Equities	1.04%
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	Options Trading	1.04%
TYG Tortoise Energy Infrastructure Closed Fund	MLPs, Energy Equities	1.04%
UTG Reaves Utility Income Trust	Financial Services	1.04%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in PLEX-BR-2026-03-25-opt-return-FIX10s-vol, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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The earliest data available for this chart is Dec 18, 2025, corresponding to the inception date of MLPI

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.44%	-1.90%	-3.41%	-1.91%	30.31%	17.22%	10.14%	12.44%
Portfolio PLEX-BR-2026-03-25-opt-return-FIX10s-vol	0.19%	0.50%	-0.83%	—	—	—	—	—
Portfolio components:
JFR Nuveen Floating Rate Income Fund	1.23%	0.52%	-2.14%	-1.68%	6.93%	8.80%	5.20%	6.00%
SRLN SPDR Blackstone Senior Loan ETF	0.05%	1.36%	-1.19%	0.49%	8.22%	7.49%	4.45%	4.49%
EVF Eaton Vance Senior Income Trust	0.00%	-1.22%	-4.51%	-6.16%	1.17%	8.09%	3.07%	6.19%
ARDC Ares Dynamic Credit Allocation Fund, Inc.	0.33%	-0.71%	-7.22%	-7.55%	3.87%	11.05%	4.83%	8.32%
PFFR InfraCap REIT Preferred ETF	0.58%	-2.12%	-1.72%	-4.23%	6.62%	8.57%	0.67%	—
GPIX Goldman Sachs S&P 500 Core Premium Income ETF	0.34%	-1.39%	-2.01%	0.50%	30.31%	—	—	—
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF	0.48%	-1.22%	-2.21%	0.26%	38.47%	—	—	—
PFN PIMCO Income Strategy Fund II	1.02%	-0.55%	-4.44%	-2.95%	10.48%	11.17%	3.07%	8.53%
FEPI REX FANG & Innovation Equity Premium Income ETF	0.50%	-0.24%	-5.06%	-2.52%	39.99%	—	—	—
FTSL First Trust Senior Loan Fund	0.06%	0.61%	-0.69%	0.94%	7.31%	7.15%	4.83%	4.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 19, 2025, PLEX-BR-2026-03-25-opt-return-FIX10s-vol's average daily return is 0.00%, while the average monthly return is -0.03%.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 2025 with a return of +0.7%, while the worst month was Feb 2026 at -1.3%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, PLEX-BR-2026-03-25-opt-return-FIX10s-vol closed higher 56% of trading days. The best single day was Mar 31, 2026 with a return of +1.1%, while the worst single day was Mar 27, 2026 at -0.7%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	0.35%	-1.28%	-0.20%	0.32%									-0.83%
2025												0.65%	0.65%

Benchmark Metrics

PLEX-BR-2026-03-25-opt-return-FIX10s-vol has an annualized alpha of 2.06%, beta of 0.33, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since December 19, 2025.

This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (34.08%) than losses (27.96%) — typical of diversified or defensive assets.
This portfolio generated an annualized alpha of 2.06% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
Beta of 0.33 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha: 2.06%

Beta: 0.33

R²: 0.76

Upside Capture: 34.08%

Downside Capture: 27.96%

Expense Ratio

PLEX-BR-2026-03-25-opt-return-FIX10s-vol has an expense ratio of 0.92%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Top 10 holdings

EMO

ClearBridge Energy Midstream Opportunity Fund

PBDC

Putnam BDC Income ETF

TYG

Tortoise Energy Infrastructure Closed Fund

HYT

BlackRock Corporate High Yield Fund

Brookfield Real Assets Income Fund Inc.

DSU

BlackRock Debt Strategies Fund, Inc.

FRA

BlackRock Floating Rate Income Strategies Fund Inc

PFN

PIMCO Income Strategy Fund II

THQ

Abrdn Healthcare Opportunities Fund

FTSL

First Trust Senior Loan Fund

Return for Risk

Return / Risk — by metrics

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
JFR Nuveen Floating Rate Income Fund	12	0.60	0.97	1.14	-0.06	-0.19
SRLN SPDR Blackstone Senior Loan ETF	77	2.07	3.28	1.58	1.77	6.56
EVF Eaton Vance Senior Income Trust	24	0.11	0.25	1.04	-0.76	-2.19
ARDC Ares Dynamic Credit Allocation Fund, Inc.	37	0.32	0.54	1.08	-0.35	-0.86
PFFR InfraCap REIT Preferred ETF	28	0.80	1.13	1.15	0.55	1.38
GPIX Goldman Sachs S&P 500 Core Premium Income ETF	84	2.00	3.26	1.47	2.24	9.92
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF	86	2.06	3.29	1.46	2.50	10.16
PFN PIMCO Income Strategy Fund II	24	0.88	1.25	1.20	0.35	1.36
FEPI REX FANG & Innovation Equity Premium Income ETF	75	1.99	2.93	1.40	1.87	6.31
FTSL First Trust Senior Loan Fund	83	2.97	5.05	1.79	2.09	7.75

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for PLEX-BR-2026-03-25-opt-return-FIX10s-vol. This metric is based on the past 12 months of trading data. Please check back later for updated information.

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Dividends

Dividend yield

PLEX-BR-2026-03-25-opt-return-FIX10s-vol provided a 9.25% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	9.25%	8.86%	9.28%	8.69%	6.25%	4.04%	4.67%	5.01%	5.00%	4.20%	4.45%	4.77%
Portfolio components:
JFR Nuveen Floating Rate Income Fund	13.65%	13.03%	11.43%	11.51%	9.61%	6.66%	7.19%	7.19%	7.95%	7.23%	6.38%	7.03%
SRLN SPDR Blackstone Senior Loan ETF	7.69%	7.67%	8.58%	8.44%	5.72%	4.45%	4.91%	5.39%	4.98%	4.01%	3.94%	4.43%
EVF Eaton Vance Senior Income Trust	9.90%	9.58%	10.13%	10.51%	9.45%	5.37%	6.16%	6.58%	6.27%	5.57%	6.06%	7.73%
ARDC Ares Dynamic Credit Allocation Fund, Inc.	11.23%	10.19%	9.33%	9.85%	10.31%	7.16%	8.40%	8.40%	9.35%	7.58%	8.45%	10.51%
PFFR InfraCap REIT Preferred ETF	8.35%	7.99%	7.78%	7.72%	8.60%	6.08%	6.11%	5.77%	6.48%	6.59%	0.00%	0.00%
GPIX Goldman Sachs S&P 500 Core Premium Income ETF	8.61%	8.01%	7.45%	1.40%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF	10.68%	9.81%	9.18%	1.74%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PFN PIMCO Income Strategy Fund II	12.38%	11.49%	11.57%	11.92%	12.19%	9.71%	9.67%	9.07%	10.81%	9.20%	10.12%	11.74%
FEPI REX FANG & Innovation Equity Premium Income ETF	27.95%	25.48%	27.18%	4.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FTSL First Trust Senior Loan Fund	6.58%	6.59%	7.56%	7.59%	4.77%	3.17%	3.48%	4.44%	4.29%	3.64%	3.70%	3.95%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the PLEX-BR-2026-03-25-opt-return-FIX10s-vol. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PLEX-BR-2026-03-25-opt-return-FIX10s-vol was 3.48%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current PLEX-BR-2026-03-25-opt-return-FIX10s-vol drawdown is 2.03%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-3.48%	Jan 23, 2026	45	Mar 27, 2026	—	—	—
-0.37%	Jan 20, 2026	1	Jan 20, 2026	2	Jan 22, 2026	3
-0.12%	Dec 29, 2025	1	Dec 29, 2025	3	Jan 2, 2026	4
-0.02%	Jan 7, 2026	1	Jan 7, 2026	1	Jan 8, 2026	2

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 39 assets, with an effective number of assets of 7.44, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	MLPI	EMO	PAXS	OXLC	IGLD	TLTW	JFR	TYG	UTG	FSCO	PFFR	THQ	EVF	PFN	PBDC	ARDC	PGZ	RA	BKLN	PFL	FRA	HYT	AGNC	PDI	GHY	DSU	SRLN	FTSL	KIO	PSK	FTHY	JEPI	FEPI	IWMI	QQQI	GPIQ	JEPQ	SPYI	GPIX	Portfolio
Benchmark	1.00	0.01	0.02	0.22	0.14	0.28	0.28	0.22	0.24	0.38	0.32	0.36	0.42	0.33	0.29	0.46	0.41	0.36	0.36	0.64	0.40	0.38	0.52	0.51	0.49	0.54	0.47	0.68	0.70	0.52	0.62	0.61	0.79	0.86	0.83	0.97	0.97	0.97	0.99	1.00	0.84
MLPI	0.01	1.00	0.37	0.07	0.03	0.22	-0.03	-0.03	0.40	0.23	0.03	0.05	-0.01	-0.10	0.11	0.05	-0.15	0.01	0.02	-0.03	0.05	0.10	-0.13	0.16	-0.08	0.05	0.11	-0.07	0.04	0.17	0.19	0.15	0.01	0.05	0.17	-0.01	-0.00	-0.01	0.01	0.02	0.11
EMO	0.02	0.37	1.00	0.23	0.13	0.04	0.04	0.05	0.61	0.24	0.24	0.12	0.00	0.16	0.17	0.14	-0.00	0.08	0.18	-0.08	0.19	0.19	-0.06	0.09	0.10	0.04	0.08	-0.14	0.00	0.04	0.16	0.21	-0.00	0.04	0.02	-0.01	-0.01	0.00	0.02	0.02	0.08
PAXS	0.22	0.07	0.23	1.00	0.05	0.06	0.03	0.07	0.22	-0.00	-0.04	0.18	0.13	0.25	0.12	0.07	0.12	0.02	0.00	0.16	0.07	0.11	-0.03	0.04	0.13	0.14	0.26	0.11	0.18	0.15	0.14	0.24	0.11	0.25	0.10	0.22	0.24	0.24	0.21	0.23	0.22
OXLC	0.14	0.03	0.13	0.05	1.00	0.08	-0.12	0.17	0.05	0.05	0.46	-0.07	0.28	0.19	0.06	0.27	0.20	0.05	0.17	0.23	0.16	0.21	-0.02	0.28	0.25	0.09	0.27	0.29	0.18	0.15	0.28	0.16	0.06	0.12	0.10	0.12	0.12	0.13	0.12	0.13	0.32
IGLD	0.28	0.22	0.04	0.06	0.08	1.00	-0.02	0.20	0.18	0.28	0.05	0.03	0.11	0.20	0.23	-0.03	0.12	0.16	0.10	-0.01	0.28	0.26	0.12	0.28	0.30	0.31	0.33	0.06	0.15	0.22	0.16	0.22	0.23	0.25	0.24	0.28	0.29	0.28	0.27	0.27	0.31
TLTW	0.28	-0.03	0.04	0.03	-0.12	-0.02	1.00	-0.02	0.04	0.33	0.01	0.32	0.18	-0.05	0.12	0.16	0.08	0.44	0.30	0.08	0.22	-0.01	0.17	0.26	0.22	0.27	0.12	0.17	0.30	0.17	0.39	0.14	0.41	0.18	0.32	0.25	0.25	0.25	0.29	0.29	0.23
JFR	0.22	-0.03	0.05	0.07	0.17	0.20	-0.02	1.00	0.17	0.08	0.19	0.05	0.05	0.57	0.19	0.35	0.46	0.20	0.19	0.15	0.20	0.59	0.31	0.28	0.31	0.34	0.33	0.27	0.23	0.40	0.12	0.23	0.20	0.23	0.17	0.22	0.23	0.23	0.22	0.21	0.41
TYG	0.24	0.40	0.61	0.22	0.05	0.18	0.04	0.17	1.00	0.37	0.22	0.14	0.23	0.15	0.26	0.30	0.18	0.11	0.38	0.17	0.23	0.32	0.14	0.24	0.13	0.23	0.21	0.10	0.25	0.27	0.26	0.29	0.17	0.26	0.31	0.21	0.21	0.22	0.25	0.24	0.37
UTG	0.38	0.23	0.24	-0.00	0.05	0.28	0.33	0.08	0.37	1.00	0.23	0.26	0.19	0.16	0.22	0.21	0.14	0.39	0.30	0.05	0.40	0.11	0.17	0.27	0.27	0.43	0.16	0.10	0.20	0.34	0.39	0.36	0.31	0.30	0.41	0.35	0.36	0.36	0.38	0.38	0.40
FSCO	0.32	0.03	0.24	-0.04	0.46	0.05	0.01	0.19	0.22	0.23	1.00	0.13	0.23	0.34	0.25	0.45	0.31	0.30	0.40	0.35	0.31	0.39	0.24	0.40	0.38	0.26	0.36	0.32	0.34	0.31	0.41	0.30	0.22	0.27	0.39	0.25	0.25	0.25	0.30	0.32	0.49
PFFR	0.36	0.05	0.12	0.18	-0.07	0.03	0.32	0.05	0.14	0.26	0.13	1.00	0.14	0.27	0.49	0.27	0.26	0.43	0.36	0.18	0.38	0.21	0.55	0.41	0.46	0.38	0.37	0.22	0.22	0.45	0.49	0.46	0.33	0.25	0.39	0.30	0.30	0.31	0.38	0.38	0.38
THQ	0.42	-0.01	0.00	0.13	0.28	0.11	0.18	0.05	0.23	0.19	0.23	0.14	1.00	0.15	0.36	0.08	0.47	0.35	0.50	0.27	0.40	0.24	0.38	0.26	0.35	0.49	0.32	0.26	0.28	0.42	0.40	0.38	0.52	0.27	0.39	0.38	0.37	0.39	0.42	0.41	0.42
EVF	0.33	-0.10	0.16	0.25	0.19	0.20	-0.05	0.57	0.15	0.16	0.34	0.27	0.15	1.00	0.38	0.30	0.51	0.40	0.30	0.24	0.35	0.60	0.37	0.21	0.41	0.46	0.48	0.32	0.32	0.41	0.27	0.43	0.27	0.32	0.30	0.31	0.32	0.32	0.33	0.33	0.50
PFN	0.29	0.11	0.17	0.12	0.06	0.23	0.12	0.19	0.26	0.22	0.25	0.49	0.36	0.38	1.00	0.22	0.42	0.44	0.50	0.23	0.54	0.53	0.51	0.39	0.50	0.48	0.46	0.29	0.30	0.51	0.29	0.41	0.32	0.27	0.36	0.27	0.26	0.28	0.30	0.30	0.47
PBDC	0.46	0.05	0.14	0.07	0.27	-0.03	0.16	0.35	0.30	0.21	0.45	0.27	0.08	0.30	0.22	1.00	0.27	0.37	0.35	0.43	0.23	0.42	0.29	0.42	0.39	0.20	0.34	0.45	0.47	0.27	0.47	0.31	0.41	0.42	0.48	0.41	0.42	0.40	0.46	0.47	0.58
ARDC	0.41	-0.15	-0.00	0.12	0.20	0.12	0.08	0.46	0.18	0.14	0.31	0.26	0.47	0.51	0.42	0.27	1.00	0.30	0.49	0.32	0.26	0.43	0.47	0.23	0.40	0.57	0.43	0.34	0.31	0.50	0.30	0.40	0.41	0.32	0.38	0.35	0.36	0.37	0.42	0.41	0.53
PGZ	0.36	0.01	0.08	0.02	0.05	0.16	0.44	0.20	0.11	0.39	0.30	0.43	0.35	0.40	0.44	0.37	0.30	1.00	0.55	0.16	0.54	0.37	0.39	0.48	0.61	0.51	0.46	0.29	0.26	0.47	0.49	0.41	0.56	0.23	0.37	0.29	0.30	0.30	0.36	0.37	0.44
RA	0.36	0.02	0.18	0.00	0.17	0.10	0.30	0.19	0.38	0.30	0.40	0.36	0.50	0.30	0.50	0.35	0.49	0.55	1.00	0.23	0.46	0.39	0.48	0.45	0.51	0.56	0.47	0.28	0.30	0.53	0.45	0.51	0.48	0.28	0.45	0.31	0.29	0.31	0.37	0.37	0.48
BKLN	0.64	-0.03	-0.08	0.16	0.23	-0.01	0.08	0.15	0.17	0.05	0.35	0.18	0.27	0.24	0.23	0.43	0.32	0.16	0.23	1.00	0.24	0.35	0.35	0.31	0.33	0.20	0.36	0.89	0.69	0.36	0.49	0.35	0.39	0.67	0.57	0.66	0.65	0.64	0.65	0.65	0.72
PFL	0.40	0.05	0.19	0.07	0.16	0.28	0.22	0.20	0.23	0.40	0.31	0.38	0.40	0.35	0.54	0.23	0.26	0.54	0.46	0.24	1.00	0.44	0.44	0.40	0.54	0.43	0.58	0.32	0.32	0.55	0.44	0.56	0.47	0.35	0.38	0.39	0.39	0.41	0.42	0.42	0.51
FRA	0.38	0.10	0.19	0.11	0.21	0.26	-0.01	0.59	0.32	0.11	0.39	0.21	0.24	0.60	0.53	0.42	0.43	0.37	0.39	0.35	0.44	1.00	0.46	0.46	0.38	0.49	0.57	0.42	0.45	0.56	0.30	0.53	0.31	0.41	0.42	0.38	0.39	0.40	0.37	0.38	0.62
HYT	0.52	-0.13	-0.06	-0.03	-0.02	0.12	0.17	0.31	0.14	0.17	0.24	0.55	0.38	0.37	0.51	0.29	0.47	0.39	0.48	0.35	0.44	0.46	1.00	0.34	0.48	0.54	0.46	0.43	0.41	0.59	0.40	0.39	0.43	0.47	0.46	0.52	0.51	0.53	0.54	0.52	0.57
AGNC	0.51	0.16	0.09	0.04	0.28	0.28	0.26	0.28	0.24	0.27	0.40	0.41	0.26	0.21	0.39	0.42	0.23	0.48	0.45	0.31	0.40	0.46	0.34	1.00	0.52	0.45	0.48	0.46	0.40	0.48	0.50	0.45	0.54	0.38	0.57	0.45	0.46	0.45	0.51	0.52	0.59
PDI	0.49	-0.08	0.10	0.13	0.25	0.30	0.22	0.31	0.13	0.27	0.38	0.46	0.35	0.41	0.50	0.39	0.40	0.61	0.51	0.33	0.54	0.38	0.48	0.52	1.00	0.45	0.59	0.40	0.36	0.48	0.51	0.44	0.45	0.38	0.49	0.44	0.43	0.45	0.49	0.50	0.57
GHY	0.54	0.05	0.04	0.14	0.09	0.31	0.27	0.34	0.23	0.43	0.26	0.38	0.49	0.46	0.48	0.20	0.57	0.51	0.56	0.20	0.43	0.49	0.54	0.45	0.45	1.00	0.43	0.28	0.28	0.69	0.37	0.55	0.52	0.41	0.50	0.49	0.49	0.50	0.54	0.54	0.56
DSU	0.47	0.11	0.08	0.26	0.27	0.33	0.12	0.33	0.21	0.16	0.36	0.37	0.32	0.48	0.46	0.34	0.43	0.46	0.47	0.36	0.58	0.57	0.46	0.48	0.59	0.43	1.00	0.45	0.51	0.48	0.43	0.49	0.49	0.45	0.52	0.42	0.43	0.44	0.47	0.48	0.64
SRLN	0.68	-0.07	-0.14	0.11	0.29	0.06	0.17	0.27	0.10	0.10	0.32	0.22	0.26	0.32	0.29	0.45	0.34	0.29	0.28	0.89	0.32	0.42	0.43	0.46	0.40	0.28	0.45	1.00	0.79	0.42	0.50	0.33	0.48	0.68	0.62	0.71	0.70	0.69	0.69	0.69	0.81
FTSL	0.70	0.04	0.00	0.18	0.18	0.15	0.30	0.23	0.25	0.20	0.34	0.22	0.28	0.32	0.30	0.47	0.31	0.26	0.30	0.69	0.32	0.45	0.41	0.40	0.36	0.28	0.51	0.79	1.00	0.34	0.51	0.41	0.46	0.69	0.70	0.70	0.71	0.70	0.69	0.69	0.82
KIO	0.52	0.17	0.04	0.15	0.15	0.22	0.17	0.40	0.27	0.34	0.31	0.45	0.42	0.41	0.51	0.27	0.50	0.47	0.53	0.36	0.55	0.56	0.59	0.48	0.48	0.69	0.48	0.42	0.34	1.00	0.36	0.69	0.52	0.42	0.55	0.49	0.48	0.49	0.54	0.53	0.64
PSK	0.62	0.19	0.16	0.14	0.28	0.16	0.39	0.12	0.26	0.39	0.41	0.49	0.40	0.27	0.29	0.47	0.30	0.49	0.45	0.49	0.44	0.30	0.40	0.50	0.51	0.37	0.43	0.50	0.51	0.36	1.00	0.52	0.57	0.52	0.59	0.59	0.59	0.58	0.61	0.62	0.65
FTHY	0.61	0.15	0.21	0.24	0.16	0.22	0.14	0.23	0.29	0.36	0.30	0.46	0.38	0.43	0.41	0.31	0.40	0.41	0.51	0.35	0.56	0.53	0.39	0.45	0.44	0.55	0.49	0.33	0.41	0.69	0.52	1.00	0.60	0.47	0.63	0.56	0.56	0.57	0.62	0.62	0.61
JEPI	0.79	0.01	-0.00	0.11	0.06	0.23	0.41	0.20	0.17	0.31	0.22	0.33	0.52	0.27	0.32	0.41	0.41	0.56	0.48	0.39	0.47	0.31	0.43	0.54	0.45	0.52	0.49	0.48	0.46	0.52	0.57	0.60	1.00	0.53	0.73	0.70	0.70	0.71	0.78	0.79	0.64
FEPI	0.86	0.05	0.04	0.25	0.12	0.25	0.18	0.23	0.26	0.30	0.27	0.25	0.27	0.32	0.27	0.42	0.32	0.23	0.28	0.67	0.35	0.41	0.47	0.38	0.38	0.41	0.45	0.68	0.69	0.42	0.52	0.47	0.53	1.00	0.69	0.92	0.92	0.91	0.86	0.86	0.80
IWMI	0.83	0.17	0.02	0.10	0.10	0.24	0.32	0.17	0.31	0.41	0.39	0.39	0.39	0.30	0.36	0.48	0.38	0.37	0.45	0.57	0.38	0.42	0.46	0.57	0.49	0.50	0.52	0.62	0.70	0.55	0.59	0.63	0.73	0.69	1.00	0.77	0.77	0.77	0.82	0.83	0.80
QQQI	0.97	-0.01	-0.01	0.22	0.12	0.28	0.25	0.22	0.21	0.35	0.25	0.30	0.38	0.31	0.27	0.41	0.35	0.29	0.31	0.66	0.39	0.38	0.52	0.45	0.44	0.49	0.42	0.71	0.70	0.49	0.59	0.56	0.70	0.92	0.77	1.00	1.00	1.00	0.97	0.97	0.83
GPIQ	0.97	-0.00	-0.01	0.24	0.12	0.29	0.25	0.23	0.21	0.36	0.25	0.30	0.37	0.32	0.26	0.42	0.36	0.30	0.29	0.65	0.39	0.39	0.51	0.46	0.43	0.49	0.43	0.70	0.71	0.48	0.59	0.56	0.70	0.92	0.77	1.00	1.00	1.00	0.96	0.96	0.83
JEPQ	0.97	-0.01	0.00	0.24	0.13	0.28	0.25	0.23	0.22	0.36	0.25	0.31	0.39	0.32	0.28	0.40	0.37	0.30	0.31	0.64	0.41	0.40	0.53	0.45	0.45	0.50	0.44	0.69	0.70	0.49	0.58	0.57	0.71	0.91	0.77	1.00	1.00	1.00	0.97	0.97	0.83
SPYI	0.99	0.01	0.02	0.21	0.12	0.27	0.29	0.22	0.25	0.38	0.30	0.38	0.42	0.33	0.30	0.46	0.42	0.36	0.37	0.65	0.42	0.37	0.54	0.51	0.49	0.54	0.47	0.69	0.69	0.54	0.61	0.62	0.78	0.86	0.82	0.97	0.96	0.97	1.00	1.00	0.84
GPIX	1.00	0.02	0.02	0.23	0.13	0.27	0.29	0.21	0.24	0.38	0.32	0.38	0.41	0.33	0.30	0.47	0.41	0.37	0.37	0.65	0.42	0.38	0.52	0.52	0.50	0.54	0.48	0.69	0.69	0.53	0.62	0.62	0.79	0.86	0.83	0.97	0.96	0.97	1.00	1.00	0.84
Portfolio	0.84	0.11	0.08	0.22	0.32	0.31	0.23	0.41	0.37	0.40	0.49	0.38	0.42	0.50	0.47	0.58	0.53	0.44	0.48	0.72	0.51	0.62	0.57	0.59	0.57	0.56	0.64	0.81	0.82	0.64	0.65	0.61	0.64	0.80	0.80	0.83	0.83	0.83	0.84	0.84	1.00

The correlation results are calculated based on daily price changes starting from Dec 19, 2025