Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% -0.02% 16.32M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 40.00% -28.69M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current income consistent with preservation of capital, while limiting fluctuations in net asset value ("NAV") due to changes in interest rates. The Sub-Advisor applies a time-tested approach and extensive credit research to capitalize on opportunities across undervalued areas of the bond markets. The fund principally invests in investment-grade securities, which are securities with credit ratings within the four highest rating categories of a nationally recognized statistical rating organization or, if unrated, those securities that the Sub-Advisor determines to be of comparable quality.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
David Albrycht 10.46 yrs
Benjamin Caron 4.01 yrs

Performance Versus Category

 
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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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Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
2023 *
3.21%
2.13%
0.62%
5.40%
3.81%
-0.10%
-5.72%
2.76%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
-2.03%
--
--
1.14%
5.62%
4.85%
-1.04%
-5.92%
1.45%
--
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5.71%
0.74%
-7.26%
2.16%
--
--
--
--
--
--
-9.69%
1.75%
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--
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-7.24%
1.87%
As of October 04, 2023. *Indicates data for the year is incomplete.

Asset Allocation

As of September 28, 2023.
Type % Net % Long % Short
Cash 100.0% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current income consistent with preservation of capital, while limiting fluctuations in net asset value ("NAV") due to changes in interest rates. The Sub-Advisor applies a time-tested approach and extensive credit research to capitalize on opportunities across undervalued areas of the bond markets. The fund principally invests in investment-grade securities, which are securities with credit ratings within the four highest rating categories of a nationally recognized statistical rating organization or, if unrated, those securities that the Sub-Advisor determines to be of comparable quality.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name AdvisorShares
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
David Albrycht 10.46 yrs
Benjamin Caron 4.01 yrs

Top Portfolio Holders

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