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Upturn AI SWOT - About
Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf (ARP)
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Upturn Advisory Summary
10/24/2025: ARP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.58% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.39 - 30.22 | Updated Date 06/29/2025 |
52 Weeks Range 25.39 - 30.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf
ETF Overview
Overview
The PMV Adaptive Risk Parity ETF (ARP) seeks long-term total return by dynamically allocating its investments among a variety of asset classes using a risk parity approach. It aims to balance risk contributions from different assets to enhance portfolio stability.
Reputation and Reliability
Advisors Inner Circle Fund II is a well-established fund provider, although the ARP ETF itself has a limited track record.
Management Expertise
The management team employs a quantitative approach based on risk parity principles.
Investment Objective
Goal
The ETF aims to achieve long-term total return while managing risk through dynamic asset allocation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses an adaptive risk parity strategy to allocate assets.
Composition The ETF holds a mix of asset classes, including equities, fixed income, and commodities, allocated based on their risk profiles and correlations.
Market Position
Market Share: ARP's market share in the risk parity ETF space is relatively small compared to more established funds.
Total Net Assets (AUM): 40000000
Competitors
Key Competitors
- RSP
- QQQ
- SPY
Competitive Landscape
The risk parity ETF market is competitive, with established players like SPY, QQQ, and RSP dominating. ARP's advantage lies in its specific adaptive risk parity strategy, which may offer different risk-adjusted returns. However, it faces the challenge of building a track record and attracting assets away from larger, more liquid competitors.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short history. Data required from 2020-2024 to provide valid output.
Benchmark Comparison: Comparing ARP's performance to a standard benchmark is difficult as its adaptive strategy is designed to outperform in various market conditions.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
ARP's average trading volume is relatively low, potentially leading to wider bid-ask spreads.
Bid-Ask Spread
Due to lower trading volume, the bid-ask spread might be wider than more liquid ETFs, increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market volatility significantly influence ARP's asset allocation decisions. Sector growth prospects are relevant, but secondary to risk balancing.
Growth Trajectory
ARP's growth depends on its ability to deliver consistent risk-adjusted returns across different market cycles. Changes to the strategy are made based on quantitative risk assessments.
Moat and Competitive Advantages
Competitive Edge
ARP's adaptive risk parity strategy differentiates it by dynamically adjusting asset allocations to maintain a balanced risk profile. This approach aims to reduce portfolio volatility and enhance returns over the long term. The ETF's quantitative approach to risk management is also a key differentiator. This might appeal to investors seeking a less volatile investment experience. The fund adapts to changing market conditions.
Risk Analysis
Volatility
Historical volatility may vary depending on the time period analyzed, but the risk parity approach aims to lower overall portfolio volatility.
Market Risk
Market risk exists across all asset classes held by ARP, including equities, fixed income, and commodities. Specific risks are associated with each asset class, such as interest rate risk for bonds and commodity price volatility.
Investor Profile
Ideal Investor Profile
The ideal investor for ARP is one seeking long-term total return with a focus on managing risk. It suits investors who are comfortable with a quantitative, adaptive investment strategy.
Market Risk
ARP is more suitable for long-term investors seeking risk-managed returns than for active traders or passive index followers.
Summary
The PMV Adaptive Risk Parity ETF employs a dynamic asset allocation strategy aiming for long-term total returns while effectively managing risk. With a relatively short track record and moderate liquidity, it caters to risk-conscious, long-term investors who prefer a quantitative and adaptive approach. Its adaptive risk parity investment strategy offers a differentiated method compared to its competitors. ARP's performance is closely tied to its capacity to adapt to diverse market environments and its ability to draw in assets to increase liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Advisors Inner Circle Fund II - Pmv Adaptive Risk Parity Etf
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by taking advantage of broad asset trends throughout the economic cycle. It will obtain investment exposure to a variety of asset classes, including equities (primarily U.S. equities, non-U.S. developed market equities, and emerging market equities), fixed income securities including U.S. Treasuries, broad commodities, physical gold, currencies, and cash.
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.