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Adaptive Alpha Opportunities ETF(AGOX)
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 AGOX
10/13/2026: AGOX (2-star) is currently NOT-A-BUY. Pass it for now.
The Adaptive Alpha Opportunities ETF (AGOX) provides tactical, rules-based multi-asset exposure designed to navigate shifting market environments. Its core strength lies in its systematic approach to rebalancing between equities and defensive assets, which aims to provide capital appreciation while mitigating extreme market drawdowns. While it offers a unique tool for risk-aware growth, investors should weigh its higher expense ratio and lower liquidity against the potential benefits of its active strategy. The primary risks involve model performance during regime changes and potential underperformance during sustained momentum markets. It is best suited for investors seeking a quantitative, dynamic alternative to static index-based portfolio allocations.
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 tactical nature of the fund may limit participation in sustained, long-term bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund's reliance on quantitative trends makes it a suitable tool for those following momentum signals. |
| Value investor | Weak fit | The fund prioritizes tactical trend-following over fundamental valuation-based selection. |
| Dividend/Income investor | Mixed fit | While it holds fixed income, the primary objective is capital appreciation rather than consistent yield. |
| Low-risk investor | Mixed fit | The tactical rebalancing offers some downside protection, though market risk remains inherent. |
Investor Profile
Ideal Investor Profile
Investors seeking a systematic, active approach to asset allocation who want to reduce portfolio downside without constant manual rebalancing.
Suitability
Best for long-term investors comfortable with active management who believe quantitative systems can outperform static benchmarks.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Tactical shifts can lead to rapid turnover during periods of market stress. |
| Market risk | Medium / high | The fund retains exposure to broad equity and bond market fluctuations. |
| Concentration | Medium | The fund may become concentrated in specific asset classes based on model signals. |
| Tracking/expense | Medium | Higher management fees and trading costs impact net performance. |
| Liquidity | Medium | Lower trading volumes may impact execution prices for large orders. |
| Business/sector quality | Medium | Reliance on quantitative model performance poses a unique operational risk. |
Risk Analysis
Volatility
AGOX exhibits volatility consistent with its tactical mandate, which typically aims to dampen extreme swings but can experience tracking error versus a static 60/40 portfolio.
Market Risk
The fund faces systemic risks inherent in its component asset classes, compounded by the risk that its tactical timing models may occasionally lag shifting market regimes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity ETFs | Broad Market and Sector Equity ETFs | 60 | These holdings provide core growth exposure during periods of positive market sentiment. |
| Fixed-income type | Treasury and Investment Grade Bond ETFs | 30 | These assets serve as a defensive buffer, increasing in weight when the quantitative model detects market weakness. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash holdings provide liquidity and flexibility to implement tactical shifts during market volatility. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -8.27% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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