Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
State Street® Bridgewater® All Weather® ETF(ALLW)
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 ALLW
10/13/2026: ALLW (1-star) is currently NOT-A-BUY. Pass it for now.
ALLW provides retail investors with access to Bridgewater's 'All Weather' risk-parity strategy, which dynamically balances exposure across equities, bonds, and commodities to survive various economic climates. Its core strength lies in its institutional-grade approach to volatility management and portfolio diversification. It is best used as a foundational portfolio building block for risk-conscious long-term investors seeking to reduce dependency on stock market returns. Investors should carefully monitor its performance during shifting interest rate cycles, as the bond-heavy allocation is a key structural consideration. It is a solid choice for those prioritizing steady growth over rapid wealth accumulation.
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 may lag during periods of extreme equity market bull runs due to its diversified asset exposure. |
| Momentum investor | Weak fit | The strategy is designed for long-term stability and does not aim to capture short-term price momentum. |
| Value investor | Mixed fit | Value investors may appreciate the fund's disciplined asset allocation but might find the broad diversification dilutive to specific value factors. |
| Dividend/Income investor | Mixed fit | While the fund provides income through bond holdings, it is not optimized specifically for dividend growth. |
| Low-risk investor | Strong fit | The risk-parity approach is specifically engineered to lower volatility and protect capital, making it ideal for risk-conscious investors. |
Investor Profile
Ideal Investor Profile
Long-term investors who prioritize capital preservation and stable returns over beating high-growth benchmarks.
Suitability
Best suited for long-term passive index followers seeking a 'set-and-forget' core portfolio component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The diversification across asset classes aims to significantly dampen portfolio-wide volatility. |
| Market risk | Medium | The fund remains subject to broad market declines, although its design aims to mitigate the impact. |
| Concentration | Low | The fund holds a broad mix of global assets, preventing reliance on any single sector or geography. |
| Tracking/expense | Medium | Active management costs are higher than passive index funds, which can impact net returns over time. |
| Liquidity | Low | The underlying assets are highly liquid, ensuring efficient fund operations. |
| Business/sector quality | Low | The fund does not rely on individual company performance, reducing idiosyncratic business risks. |
Risk Analysis
Volatility
The fund maintains lower historical volatility than the S&P 500 due to its multi-asset structure.
Market Risk
Risks include interest rate sensitivity from bond holdings and exposure to global equity cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Long-Term US Treasury Bonds | 40 | Provides stability and acts as a defensive hedge during periods of economic contraction or deflation. |
| Fixed-income type | Intermediate-Term US Treasury Bonds | 15 | Adds duration exposure to manage interest rate risk and enhance portfolio stability. |
| Fixed-income type | Inflation-Linked Bonds (TIPS) | 20 | Protects purchasing power by providing exposure to assets that perform well when inflation exceeds expectations. |
| Asset class | Global Equities | 15 | Provides core growth exposure to participate in rising equity markets. |
| Commodity | Broad Commodities | 10 | Serves as an inflation hedge and provides diversification through low correlation to financial assets. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.31% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.