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Measuring Risk More Precisely | QPX
ADVISORSHARES
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For decades, the finance industry has used a model borrowed from physics to measure the ups and downs of the financial markets. While this standard model, named Modern Portfolio Theory (MPT), works reasonably well for every-day, normal markets, it does not identify infrequent but significant market moves.
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Said differently, we believe the standard model does not measure risk very well.
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We believe measuring risk more precisely may help build better portfolios.
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The AdvisorShares Dynamic Growth ETF (QPX) was developed to help address this problem. QPX's proprietary strategy, Q Methodology, uses more advanced mathematics and computing power that we believe measures, understands, and manages portfolio risk better.
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QPX is an actively managed growth ETF that seeks long-term growth by targeting equity market upside while tactically managing downside risk during abnormal market volatility.
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Performance as of 10/31/2023 |
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Total Return %
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3-Month |
YTD |
1 Year |
Since Incept. |
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QPX (NAV) |
-7.93 |
28.20 |
24.45 |
2.94 |
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QPX (MKT) |
-7.87 |
28.31 |
24.60 |
2.95 |
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Morningstar Category
Large Cap Growth
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-8.88 |
17.15 |
14.19 |
n/a |
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S&P 500 |
-8.25 |
10.69 |
10.14 |
5.79 |
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QPX's gross and net expense ratio are 1.50% and 1.51%, respectively. QPX's inception date is 12/28/2020.
Performance data quoted is past performance and is a not guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Returns less than one year are not annualized. For the most recent standardized and month-end performance, click here.
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| Connect with Us: |
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to talk to an AdvisorShares Portfolio Manager or Investment Consultant.
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An Investment Consultant can be reached at 1.877.843.3831 to discuss our actively managed ETF offerings.
We are able to assist with special order handling to ensure that you receive the best trading execution.
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- For Institutional Investor Use Only. Not for Public Distribution. -
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus or summary prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
Investing involves risk including possible loss of principal. There is no guarantee the Advisors investment strategy will be successful. When models and data prove to be incorrect or incomplete, any decisions made in reliance thereon expose the Fund to potential risks. In addition, the use of predictive models has inherent risk. Because predictive models are usually constructed based on historical data supplied by third parties, the success of relying on such models may depend heavily on the accuracy and reliability of the supplied historical data. The Fund’s particular allocations may have a significant effect on the Fund’s performance. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. For a list of the asset class specific risks please see the prospectus
Shares are bought and sold at market price (closing price) not NAV and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined), and do not represent the return you would receive if you traded at other times. Holdings and allocations are subject to risks and to change.
ThurEmail20231116
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