Fund Evaluator:
2x Bitcoin Strategy ETF (BITX)
Follow This Fund
Other
Global Asset Class
Miscellaneous
Fund Group
Digital Assets
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
2.75% F
Expense Ratio
$852 Mil
Assets
Open
Status
0.00%
12b-1 Fee
27.91%
TTM Yield
0.00%
Max Load
na
Portfolio Turnover
Best Performing in Digital Assets Over the Last Year
| -44.4% | Vest Bitcoin Strategy Mgd Vol Inv (BTCLX) |
| -48.3% | Bitcoin ProFund Investor (BTCFX) |
| -52.1% | Ether ProFund Investor (ETHFX) |
Data as of 7/31/2026
12.9% A
1-Mo Return
-36.5% F
3-Mo Return
-57.7% F
YTD Return
-79.3% F
1-Yr Return
5.5% C
3-Yr Return
na
5-Yr Return
1.20 F
Category Risk Index
8.80
Total Risk Index
Fund Details
Fund Family
Volatility Shares Trust
Inception Date
6/27/2023
Share Class Type
Equity Investment Style
na
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
No
Benchmark Index
S&P 500 (TR): 200%
Additional Fund Details
2x Bitcoin Strategy ETF Overview
BITX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| BITX Return (NAV) | 12.9% | -36.5% | -79.3% | 5.5% | na | na |
| BITX Grade | A | F | F | C | na | na |
| +/- Category | 4.0% | -17.4% | -32.7% | -14.6% | na | na |
| Digital Assets Avg | 8.9% | -19.1% | -46.7% | 20.0% | 3.4% | na |
| BITX Tax Cost Ratio | na | na | 3.6% | 3.9% | na | na |
BITX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| BITX Return (NAV) | -57.7% | -38.7% | 165.3% | na | na | na | na | na | na | na | na |
| BITX Grade | F | D | A | na | na | na | na | na | na | na | na |
| +/- Category | -28.3% | -26.0% | 67.1% | na | na | na | na | na | na | na | na |
| Digital Assets Avg | -29.3% | -12.7% | 98.1% | 109.5% | -54.1% | na | na | na | na | na | na |
| Risk Measures | |
| Standard Deviation: | 108.0% |
| Total Risk Index: | 8.80 - High |
| Category Risk Index: | 1.20 - High |
| Category Risk Grade: | F (86% Rank) |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | Yes |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | na |
| Bond Investment Style: | na |
| Yield: | 27.9% |
| Dividend Distribution: | Monthly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $852 Mil |
| Fund Total Assets: | $ 852 Mil |
| Share Class Type: | |
| Portfolio Turnover: | na |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 3.1 years | |||
| Average Tenure: 1.8 years | |||
| Managers (Year): Desai Anand (2023), Shidaker Dustin (2025), Lowery Charles (2025) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 9 |
| % in Top 10 Holdings: | 107.5% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.0% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 199.6% |
| Cash: | -99.6% |
Purchase Information
| Fund Family: | Volatility Shares Trust |
| Phone Number: | 866-261-0273 |
| Website: |
| Status: | Open |
| Inception Date: | June 27, 2023 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.00% |
Expenses and Fees | |
| Expense Ratio (%): | 2.75% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.17% |
| Share Class: | 2x Bitcoin Strategy ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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