ADVISORSHARES TRUS
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$58.02
- Net Assets:$0 Million
- NAV:$59.15
- Premium-1.91%
- Peer Rank:97 of 298
- Investment Rating:C+
- Performance:C
- RiskB-
We rate AdvisorShares Dorsey Wright ADR at C+. Positive factors that influence this rating include a low expense structure and long term portfolio management tenure. The fund invests approximately 96% of its assets in stocks and may be considered for investors seeking a Global Equity strategy.
Total return ranks below peers over the last three years. The AdvisorShares Dorsey Wright ADR has returned an annual rate of 7.19% since inception. More recently, the fund has generated a total return of 7.16% in the last five years, 0.36% in the last three years, and 19.81% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 58% of them. It has also outpaced 37% of its competitors on a three year basis and 78% of them over the last year for the period ending 2/29/2024. On a year to date basis, AADR has returned 5.15%.
Downside risk has been below average. AADR has a draw down risk of -35.38%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 20.2%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
High expense ratio hinders performance. As AADR is an exchange traded fund, it has no front end or back end load.
The AdvisorShares Dorsey Wright ADR is managed by John Lewis at AdvisorShares Investments LLC. This fund is one of 15 AdvisorShares Investments LLC exchange-traded funds launched since 7/20/2010 that we track.