Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.45% -0.38% 77.14M 83017.47
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
8.55% 1.00K% -33.48M Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation through short sales of domestically traded equity securities. The Sub-Advisor seeks to achieve the fund's investment objective by short selling a portfolio of liquid mid- and large-cap U.S. exchange-traded equity securities, ETFs, ETNs and other exchange-traded products. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in short positions in equity securities. The Sub-Advisor implements a bottom-up, fundamental, research driven security selection process.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Inverse Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Brad Lamensdorf 13.19 yrs
John Del Vecchio 13.19 yrs

Performance Versus Category

 
20%
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10%
5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
-15.24%
7.53%
-36.28%
-43.47%
-18.61%
16.59%
-26.91%
11.95%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
-38.64%
3.11%
-35.34%
-44.56%
-35.18%
7.09%
-18.82%
1.81%
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--
--
-91.59%
-75.27%
-7.59%
-63.06%
6.46%
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--
--
--
--
--
-60.09%
58.65%
--
--
--
--
--
--
-30.42%
16.37%
As of April 18, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 153.7% Upgrade Upgrade
Stock -91.59% Upgrade Upgrade
Bond 37.93% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation through short sales of domestically traded equity securities. The Sub-Advisor seeks to achieve the fund's investment objective by short selling a portfolio of liquid mid- and large-cap U.S. exchange-traded equity securities, ETFs, ETNs and other exchange-traded products. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in short positions in equity securities. The Sub-Advisor implements a bottom-up, fundamental, research driven security selection process.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Miscellaneous
Broad Category Miscellaneous
Category Name Trading--Inverse Equity
Category Index S&P 500 TR USD
Global Category Name Trading Tools
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Brad Lamensdorf 13.19 yrs
John Del Vecchio 13.19 yrs

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