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- Upturn Summary
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Upturn AI Summary
American Century ETF Trust - Avantis Short-Term Fixed Income ETF(AVSF)
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 AVSF
10/08/2026: AVSF (1-star) is currently NOT-A-BUY. Pass it for now.
AVSF is an actively managed ETF that provides diversified exposure to high-quality, short-term fixed-income securities. By employing a systematic investment strategy, it aims to generate consistent income while emphasizing capital preservation, making it a strong fit for conservative income-oriented investors. Its primary strengths include a competitive expense ratio, strong issuer backing, and an effective risk-management process that limits duration exposure. Investors should monitor interest rate trends and credit market conditions, as these are the primary risks affecting the fund's price and yield. Overall, it serves as a reliable core holding for those seeking to enhance returns on cash-like assets without stepping significantly up the risk spectrum.
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 | Weak fit | This fund is designed for income and preservation, not the capital appreciation typical of growth strategies. |
| Momentum investor | Weak fit | Fixed income lacks the price velocity and trend characteristics sought by momentum investors. |
| Value investor | Mixed fit | Value investors may appreciate the fund's systematic selection of underpriced, high-quality bonds. |
| Dividend/Income investor | Strong fit | AVSF is well-suited for investors prioritizing regular interest income with low volatility. |
| Low-risk investor | Strong fit | The fund’s short duration and focus on quality make it an excellent choice for capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor for AVSF is one who prioritizes capital preservation and steady income over aggressive growth, such as retirees or conservative institutional cash managers.
Suitability
The fund is best suited for long-term investors looking for a core fixed-income component that provides a yield advantage over cash without excessive risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short-term bonds generally experience much lower price swings than longer-dated debt or equities. |
| Market risk | Medium | Broader economic downturns can affect credit spreads and, by extension, the price of corporate holdings. |
| Concentration | Low | The portfolio is broadly diversified across many issuers, reducing the impact of any single default. |
| Tracking/expense | Low | The low expense ratio ensures that a large portion of the generated yield is passed to the investor. |
| Liquidity | Low | The underlying assets are highly liquid, ensuring the ETF can handle shareholder redemptions smoothly. |
| Business/sector quality | Low | The fund emphasizes high-quality, investment-grade issuers, limiting the risk of permanent capital loss. |
Risk Analysis
Volatility
AVSF maintains low volatility, primarily due to its short duration which limits price sensitivity to interest rate changes.
Market Risk
The fund is exposed to credit risk from its corporate bond holdings and systemic risks inherent in the global fixed-income markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 45 | These bonds provide higher yield potential than government debt while maintaining relatively low credit risk. |
| Fixed-income type | US Treasury and Agency Securities | 40 | These holdings provide high liquidity and capital preservation, serving as the foundation of the fund's low-risk profile. |
| Fixed-income type | Securitized Debt (MBS/ABS) | 12 | Asset-backed securities offer diversification and enhanced yield relative to traditional corporate or government bonds. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Small cash allocations are maintained for liquidity and to facilitate daily portfolio rebalancing. |
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 11.12% | Avg. Invested days 113 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $637.14M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.15% |
| Distribution Yield | 4.41% |
| Inception | Oct 14, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.20% |
| 1 Year | +0.85% |
| 3 Year | +4.53% |
| 5 Year | +1.73% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.91% |
| 3Y Volatility | 2.23% |
| 3Y Sharpe Ratio | -0.06 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 59.0% |
Top Holdings
| Holding | Weight |
|---|---|
| United States Treasury Notes 1.5% | 2.22% |
| United States Treasury Notes 0.25% | 2.21% |
| United States Treasury Notes 2.375% | 1.79% |
| United States Treasury Notes 0.375% | 1.52% |
Upturn AI Summary
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.
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