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Upturn AI Summary
Alpha Architect Global Factor Equity ETF(AAVM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAVM
10/27/2026: AAVM (1-star) is currently NOT-A-BUY. Pass it for now.
AAVM provides exposure to a global equity portfolio using a quantitative, multi-factor approach that targets value, momentum, and quality. Its core strength lies in its disciplined, evidence-based strategy, which seeks to provide higher risk-adjusted returns than broad market-cap indices. The fund is best suited as a long-term holding for investors who favor systematic factor tilts over pure passive indexing. Investors should monitor the fund’s tracking error relative to broad markets and the efficacy of its factor signals over different economic cycles. It is a solid choice for those seeking a transparent, research-backed strategy in the global developed market space.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on value and quality may occasionally underperform during strong, pure-growth market rallies. |
| Momentum investor | Strong fit while signal remains positive | The momentum factor tilt aligns well with investors looking to participate in trends identified by the strategy. |
| Value investor | Strong fit | Its systematic exposure to value makes it a strong fit for investors seeking fundamental valuation anchors. |
| Dividend/Income investor | Mixed fit | While it holds quality companies, it is not explicitly designed as a high-dividend yield product. |
| Low-risk investor | Medium | Global equity exposure carries inherent volatility that may not suit the most risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, disciplined individual or institutional participant who believes in factor investing.
Suitability
It is best suited for long-term investors looking to diversify away from market-cap weighting through a rules-based, active process.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets inherently experience price fluctuations that can lead to short-term capital loss. |
| Market risk | High | The fund is fully exposed to global equity market movements and macroeconomic developments. |
| Concentration | Medium | Factor-tilted portfolios may deviate from sector weights in broad indices, creating tracking error. |
| Tracking/expense | Medium | Active management and factor screening can result in performance drift relative to pure passive indices. |
| Liquidity | Medium | Lower trading volumes in certain underlying holdings can impact execution costs during market stress. |
| Business/sector quality | Low | The quality screen aims to reduce exposure to financially distressed firms. |
Risk Analysis
Volatility
AAVM exhibits volatility consistent with global equity markets, with potential for deviation due to factor tilts.
Market Risk
The primary risk is exposure to systemic shocks in global developed equity markets, which can affect the entire basket.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Global Developed Markets (US, Europe, Asia-Pacific) | 60 | Provides broad geographic diversification across mature, stable equity markets. |
| Investment factor | Value, Momentum, and Quality Factor Tilts | 35 | Systematically targets stocks with attractive valuations, price trends, and robust financial quality. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains minimal liquidity for operational efficiency and rebalancing needs. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 12.86% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/27/2026 |
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