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ONOF
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Global X Adaptive U.S. Risk Management ETF (ONOF)

Upturn stock ratingUpturn stock rating
$34.62
Last Close (24-hour delay)
Profit since last BUY5.39%
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BUY since 39 days
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Upturn Advisory Summary

07/14/2025: ONOF (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 32.08%
Avg. Invested days 59
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.92
52 Weeks Range 28.44 - 36.68
Updated Date 06/29/2025
52 Weeks Range 28.44 - 36.68
Updated Date 06/29/2025

ai summary icon Upturn AI SWOT

Global X Adaptive U.S. Risk Management ETF

ETF Overview

overview logo Overview

The Global X Adaptive U.S. Risk Management ETF (ONOF) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Adaptive Wealth Strategies U.S. Risk Management Index. It aims to provide downside protection during periods of market stress.

reliability logo Reputation and Reliability

Global X is a well-known ETF provider with a solid reputation, particularly for thematic and income-oriented ETFs.

reliability logo Management Expertise

Global X has a team of experienced investment professionals specializing in ETF management and product development.

Investment Objective

overview logo Goal

Seeks investment results that correspond generally to the price and yield performance of the Adaptive Wealth Strategies U.S. Risk Management Index.

Investment Approach and Strategy

Strategy: Aims to track the Adaptive Wealth Strategies U.S. Risk Management Index, which uses a rules-based methodology to adjust its exposure to the U.S. equity market based on market risk.

Composition The ETF primarily holds U.S. equities, but its allocation varies based on market conditions and risk assessments.

Market Position

Market Share: ONOF's market share in the risk management ETF sector is relatively small compared to larger, more established funds.

Total Net Assets (AUM): 26500000

Competitors

overview logo Key Competitors

  • Invesco S&P 500 Downside Hedged ETF (SPHD)
  • AGFiQ US Market Neutral Anti-Beta Fund (BTAL)
  • Cambria Tail Risk ETF (TAIL)

Competitive Landscape

The risk management ETF industry is competitive, with various funds offering different strategies for mitigating downside risk. ONOF's adaptive approach distinguishes it, but it faces competition from larger funds with longer track records. A disadvantage is its smaller AUM compared to competitors. ONOF's advantage lies in its dynamic, rules-based methodology.

Financial Performance

Historical Performance: Historical performance data is not directly included in this response, but it should be considered by reviewing the ETF's performance over various periods (e.g., 1-year, 3-year, 5-year).

Benchmark Comparison: The ETF's performance should be compared to the Adaptive Wealth Strategies U.S. Risk Management Index to assess its tracking effectiveness.

Expense Ratio: 0.59

Liquidity

Average Trading Volume

The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally competitive, reflecting adequate liquidity.

Market Dynamics

Market Environment Factors

Economic indicators like interest rates, inflation, and GDP growth, along with market volatility and investor sentiment, significantly influence ONOF's performance.

Growth Trajectory

Growth is linked to the fund's ability to attract assets by effectively managing risk in volatile market conditions and successfully marketing its adaptive strategy. Changes could include modifications to the underlying index methodology or adjustments to the asset allocation approach.

Moat and Competitive Advantages

Competitive Edge

ONOF's competitive advantage lies in its adaptive risk management strategy, which dynamically adjusts exposure to U.S. equities based on market conditions. This rules-based approach offers a systematic way to mitigate downside risk. The fund's flexibility allows it to potentially outperform in various market environments compared to static allocation strategies. This approach is intended to provide a more consistent risk-adjusted return profile over time.

Risk Analysis

Volatility

The ETF's volatility depends on the volatility of the underlying U.S. equity market and the effectiveness of its risk management strategy.

Market Risk

The primary risk is market risk, stemming from its investments in U.S. equities, which can be affected by economic downturns, political events, and other factors.

Investor Profile

Ideal Investor Profile

ONOF is suitable for investors seeking downside protection and risk management in their U.S. equity exposure.

Market Risk

ONOF is likely best suited for long-term investors who are concerned about market volatility and are looking for a systematic way to manage risk.

Summary

The Global X Adaptive U.S. Risk Management ETF (ONOF) provides an adaptive approach to managing risk in U.S. equity investments. Its rules-based methodology aims to reduce downside exposure during market downturns. The ETF's performance is dependent on the effectiveness of its underlying index and its ability to track the index closely. ONOF is suited to long-term investors focused on mitigating risk and volatility in their portfolios and with a moderate trading volume, it provides reasonable liquidity for most investors.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Global X ETFs website
  • ETF.com
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Global X Adaptive U.S. Risk Management ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests at least 80% of its total assets in the securities of the index or in investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities, either individually or in the aggregate. The index is designed to dynamically allocate between either 100% exposure to the Solactive GBS United States 500 Index TR or 100% exposure to U.S. treasury position. It is non-diversified.