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- Upturn Summary
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Upturn AI Summary
Toews Agility Shares Managed Risk ETF(MRSK)
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 MRSK
10/28/2026: MRSK (2-star) is currently NOT-A-BUY. Pass it for now.
MRSK is an actively managed ETF that utilizes a proprietary quantitative strategy to shift exposure between equities and cash, aiming to capture growth while mitigating downside risk. Its main strength lies in its disciplined, rules-based approach which removes emotional decision-making, offering a potential cushion during market stress. It is best used as a tactical tool for risk-conscious investors looking to manage portfolio volatility. Key risks include the higher expense ratio and the potential for performance drag during periods of rapid, sustained market rallies or volatile, sideways trading. It is most suitable for investors who prioritize systematic capital protection over pure market beta.
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 defensive strategy may lag during prolonged, strong equity rallies. |
| Momentum investor | Strong fit while signal remains positive | The tactical approach aligns with momentum principles by increasing exposure when market trends are positive. |
| Value investor | Mixed fit | The fund does not prioritize underlying stock valuation, focusing instead on price-based trend signals. |
| Dividend/Income investor | Weak fit | The fund's focus is on capital appreciation and risk mitigation rather than yield generation. |
| Low-risk investor | Strong fit | The systematic reduction of equity exposure during market stress is designed specifically to limit portfolio volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is risk-aware, seeks to participate in equity market gains, but has a low tolerance for significant, sustained drawdowns.
Suitability
Best suited for medium-to-long-term investors who want a core or satellite holding that provides automated risk mitigation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The strategy is designed to dampen, but not eliminate, market volatility. |
| Market risk | Medium / high | Despite defensive measures, significant losses can still occur during rapid market reversals. |
| Concentration | Low | The fund holds a diversified basket of equity ETFs when fully invested. |
| Tracking/expense | High | The active, high-expense strategy requires consistent outperformance to justify costs. |
| Liquidity | Medium | Lower average daily volume can lead to higher transaction costs for large orders. |
| Business/sector quality | Low | The strategy relies on quantitative signals rather than the individual quality of underlying businesses. |
Risk Analysis
Volatility
MRSK exhibits lower historical volatility than long-only equity benchmarks due to its cash-holding mandate during downturns.
Market Risk
The fund remains exposed to equity market risk, and its effectiveness depends entirely on the accuracy of the underlying sell signal.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity / ETFs | US Equities (Diversified) | 65 | This represents the portion of the portfolio invested in equities during periods when market trends are considered favorable. |
| Cash/collateral | Cash and Cash Equivalents | 35 | This portion serves as a defensive buffer, held when the strategy identifies elevated market risk to protect capital. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 18.77% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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