Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.51% -0.03% 23.52M 2150.70
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 57.00% -6.936M Upgrade

Basic Info

Investment Strategy
The investment seeks to achieve long-term growth. The fund is an actively managed exchange-traded fund (“ETF”) that is a “fund of funds.” The fund invests in ETFs representing all asset classes, including, but not limited to, treasury bonds, municipal bonds, investment grade corporate bonds, high-yield U.S. corporate bonds (sometimes referred to as “junk bonds”), municipal bonds, U.S. and foreign equities, commodities, and volatility products.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Multisector Bond
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
Dan Ahrens 0.76 yrs

Performance Versus Category

 
20%
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5%
0
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 22, 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
--
--
--
--
22.29%
-30.90%
44.63%
0.52%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
--
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--
--
--
--
16.11%
4.79%
24.41%
-4.60%
29.98%
19.29%
26.34%
-16.13%
22.48%
7.80%
--
-5.05%
31.72%
50.31%
-8.54%
-41.09%
51.99%
5.40%
--
--
--
33.64%
35.83%
-47.70%
56.75%
-1.04%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 1.15% Upgrade Upgrade
Stock 98.85% 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 achieve long-term growth. The fund is an actively managed exchange-traded fund (“ETF”) that is a “fund of funds.” The fund invests in ETFs representing all asset classes, including, but not limited to, treasury bonds, municipal bonds, investment grade corporate bonds, high-yield U.S. corporate bonds (sometimes referred to as “junk bonds”), municipal bonds, U.S. and foreign equities, commodities, and volatility products.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Multisector Bond
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
Dan Ahrens 0.76 yrs

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