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Upturn AI SWOT - About
RPAR Risk Parity ETF (RPAR)
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Upturn Advisory Summary
10/24/2025: RPAR (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 0.48% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 17.70 - 20.32 | Updated Date 06/30/2025 |
52 Weeks Range 17.70 - 20.32 | Updated Date 06/30/2025 |
Upturn AI SWOT
RPAR Risk Parity ETF
ETF Overview
Overview
The RPAR Risk Parity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Advanced Research Risk Parity Index. It achieves this by allocating investments across various asset classes, aiming to balance risk contributions from each asset.
Reputation and Reliability
RPAR is managed by Advanced Research Investment Solutions (ARIS). ARIS is a relatively new player and has a limited track record in the ETF market.
Management Expertise
The management team has experience in quantitative investing and risk management, which is crucial for implementing a risk parity strategy.
Investment Objective
Goal
To provide long-term capital appreciation by allocating investments across multiple asset classes based on risk contributions.
Investment Approach and Strategy
Strategy: The ETF aims to achieve a risk parity allocation across different asset classes, meaning each asset class contributes equally to the overall portfolio risk.
Composition The ETF typically invests in equities, fixed income (both nominal and inflation-protected), commodities, and real estate.
Market Position
Market Share: RPAR holds a small market share within the multi-asset allocation ETF category.
Total Net Assets (AUM): 414400000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- PIE
Competitive Landscape
The multi-asset allocation ETF industry is moderately competitive. RPAR differentiates itself with its risk parity strategy, which aims for equal risk contribution from each asset class. A disadvantage compared to its competitors would be it's complexity that would make it less attractive to the average investor.
Financial Performance
Historical Performance: Historical financial performance should be evaluated from credible sources such as Yahoo Finance, Google Finance, or Bloomberg.
Benchmark Comparison: The ETF's performance should be compared to a suitable multi-asset benchmark to assess its effectiveness.
Expense Ratio: 0.52
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can impact the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread is generally reasonable, but it can widen during periods of market volatility, increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, interest rate movements, and commodity price trends all significantly impact RPAR's performance.
Growth Trajectory
RPAR's growth is tied to investor interest in risk parity strategies and its ability to deliver stable returns across various market conditions.
Moat and Competitive Advantages
Competitive Edge
RPAR's primary competitive advantage lies in its risk parity approach, aiming for a more balanced risk profile compared to traditional asset allocation strategies. This approach diversifies risk across asset classes, reducing dependency on any single asset's performance. Its quantitative investment process provides a structured approach to asset allocation. ARIS's expertise in quantitative investing also gives RPAR a competitive edge. However, this approach can also underperform in strongly trending markets.
Risk Analysis
Volatility
RPAR's historical volatility should be analyzed in comparison to its benchmark and peer group to assess its risk profile.
Market Risk
RPAR is exposed to market risk across equities, fixed income, commodities, and real estate, with each asset class carrying its own specific risks.
Investor Profile
Ideal Investor Profile
RPAR is suitable for investors seeking diversification and a balanced risk profile across multiple asset classes, particularly those interested in a risk parity approach. The ETF may be suitable for investors wanting downside protection during risk-off events.
Market Risk
RPAR is suitable for long-term investors seeking a diversified portfolio with a focus on risk management.
Summary
RPAR Risk Parity ETF aims to provide long-term capital appreciation by diversifying across multiple asset classes, allocating investments based on risk contributions. It utilizes a risk parity approach, striving for equal risk contribution from equities, fixed income, commodities, and real estate. Managed by Advanced Research Investment Solutions (ARIS), the ETF offers a quantitative approach to portfolio construction. The ETF's growth depends on investor interest in risk parity strategies and its ability to perform across various market conditions. RPAR is suitable for long-term investors who want a diversified portfolio that focuses on managing risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etfdb.com
- etf.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and risk tolerance. Market data is subject to change.
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 RPAR 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 that seeks to achieve its investment objective primarily by investing across a variety of asset classes, including exposure to global equity securities, U.S. Treasury securities, and commodities. It's investment adviser seeks to invest the fund's assets to achieve exposures similar to those of the Advanced Research Risk Parity Index.
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.