Price Chart

Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.90% 0.05% 57.84M 485.07
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.77% 231.0% -2.873M

Basic Info

Investment Strategy
The Fund seeks to generate long-term capital appreciation. The Fund will invest in a portfolio of U.S. traded companies selected from a universe of the largest 3,000 U.S. equity securities based on market capitalization. The Fund's investment focus follows a core philosophy that corporate insiders know their company best.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name AdvisorShares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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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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Peer Group Rtn. (NAV)
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
28.89%
8.76%
23.86%
-11.26%
23.30%
12.17%
10.57%
19.50%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
13.00%
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--
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10.30%
26.53%
10.78%
26.73%
-12.01%
15.63%
15.00%
10.59%
22.35%
--
--
--
-15.02%
4.74%
9.91%
22.61%
13.28%
31.50%
13.34%
22.81%
-16.08%
16.39%
15.11%
10.25%
21.31%
As of August 26, 2026.

Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.29%
Stock 99.55%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to generate long-term capital appreciation. The Fund will invest in a portfolio of U.S. traded companies selected from a universe of the largest 3,000 U.S. equity securities based on market capitalization. The Fund's investment focus follows a core philosophy that corporate insiders know their company best.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name AdvisorShares
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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