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- Upturn Summary
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Upturn AI Summary
Wayfinder Dynamic U.S. Interest Rate ETF(CMBO)
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 CMBO
10/14/2026: CMBO (1-star) is currently NOT-A-BUY. Pass it for now.
Wayfinder Dynamic U.S. Interest Rate ETF (CMBO) is an actively managed fund that provides exposure to U.S. Treasury securities while utilizing derivatives to dynamically adjust duration based on interest rate expectations. Its core strength lies in its ability to actively navigate interest rate cycles, potentially offering a buffer against rate-related volatility that passive bond ETFs lack. It serves as a tactical portfolio component rather than a core long-term holding. Primary risks include the potential for management error in predicting interest rates, liquidity constraints, and higher costs relative to passive indices. It is best suited for experienced investors who seek a professional-led approach to managing fixed-income sensitivity in changing market environments.
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 | This fund is primarily for capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The fund's tactical nature allows momentum traders to benefit from shifting interest rate trends if the manager correctly forecasts the direction. |
| Value investor | Mixed fit | While it deals in fixed-income assets, it is a derivative-heavy, tactical product rather than a deep-value instrument. |
| Dividend/Income investor | Mixed fit | The fund provides yield, but the active management style may lead to variable payouts compared to static income funds. |
| Low-risk investor | Mixed fit | While based on government securities, the use of derivatives and tactical turnover increases risk compared to simple Treasury holdings. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or financial advisor looking to tactically manage interest rate risk rather than holding a passive, long-term bond position.
Suitability
This ETF is best suited for tactical investors who are comfortable with active management and the risks associated with derivatives.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Tactical shifts in duration can cause the fund's value to fluctuate differently than the broader bond market. |
| Market risk | Medium | The fund is inherently exposed to the interest rate risk of the underlying U.S. Treasury market. |
| Concentration | Medium | The portfolio is concentrated in interest rate sensitive assets, specifically Treasuries and their derivatives. |
| Tracking/expense | Medium | Active management costs and derivative trading expenses can create a drag on performance relative to benchmarks. |
| Liquidity | Medium | Lower trading volume may lead to higher execution costs during periods of market stress. |
| Business/sector quality | Low | The underlying assets are U.S. Treasuries, which possess the highest credit quality. |
Risk Analysis
Volatility
CMBO exhibits moderate historical volatility driven by its active duration adjustments and use of futures.
Market Risk
The primary market risk is sensitivity to Federal Reserve interest rate policy and yield curve shape changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Bonds and Notes | 85 | These government-backed securities provide the primary yield and credit stability for the fund. |
| Derivatives | Interest Rate Futures | 10 | These instruments allow the manager to dynamically adjust the fund's sensitivity to interest rate changes. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Liquidity is held to meet margin requirements for derivative positions and daily operations. |
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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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