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Upturn AI SWOT - About
RPAR Risk Parity ETF (RPAR)
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Upturn Advisory Summary
08/14/2025: 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 -7.61% | Avg. Invested days 48 | 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 08/14/2025 |
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. The fund employs a rules-based strategy allocating across equities, fixed income, commodities, and inflation-protected securities to achieve a target risk profile.
Reputation and Reliability
RPAR is managed by Advanced Research Investment Solutions. The firm is known for its expertise in risk parity strategies.
Management Expertise
Advanced Research Investment Solutions has a dedicated team with experience in asset allocation, portfolio construction, and risk management, specifically focused on risk parity strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Advanced Research Risk Parity Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Advanced Research Risk Parity Index, employing a risk parity strategy.
Composition The ETF holds a diversified portfolio of equities, fixed income (including Treasury Inflation-Protected Securities), and commodities. It uses leverage to achieve its target risk level.
Market Position
Market Share: RPAR's market share is moderate, primarily competing with other multi-asset and alternative allocation ETFs.
Total Net Assets (AUM): 1443111139
Competitors
Key Competitors
- AOA
- AOM
- AOR
- DJP
Competitive Landscape
The multi-asset ETF space is competitive. RPAR's risk parity approach distinguishes it, but it faces competition from target allocation ETFs (AOA, AOM, AOR) and commodity-focused ETFs (DJP). RPAR's advantage is its diversification and risk management, but its leveraged structure could be a disadvantage in certain market conditions.
Financial Performance
Historical Performance: Historical performance can be retrieved from official financial data websites.
Benchmark Comparison: Performance should be compared to the Advanced Research Risk Parity Index to gauge effectiveness.
Expense Ratio: 0.52
Liquidity
Average Trading Volume
RPAR exhibits moderate average trading volume, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, inflation expectations, interest rate changes, and commodity price fluctuations all affect RPAR.
Growth Trajectory
RPAR's growth depends on investor interest in risk parity strategies and its ability to manage risk effectively. Changes in strategy and holdings will be reported by the issuer as they occur.
Moat and Competitive Advantages
Competitive Edge
RPAR's unique risk parity approach, which aims to allocate assets based on risk contribution rather than capital allocation, differentiates it from traditional asset allocation ETFs. This strategy intends to provide more stable returns across different market environments. The ETF's active management and the expertise of Advanced Research Investment Solutions in risk parity contribute to its competitive edge. This approach may be attractive to investors seeking diversification and downside protection.
Risk Analysis
Volatility
RPAR's volatility is influenced by the volatility of its underlying asset classes and the impact of leverage.
Market Risk
RPAR is exposed to market risk from equities, interest rate risk from fixed income, and commodity price risk. Leverage can amplify these risks.
Investor Profile
Ideal Investor Profile
RPAR is suitable for investors seeking diversification and a potentially more stable return stream than traditional asset allocation strategies.
Market Risk
RPAR may be more suited for long-term investors who understand and are comfortable with the complexities of risk parity strategies and the use of leverage.
Summary
RPAR is a risk parity ETF that seeks to deliver stable returns by diversifying across asset classes and managing risk contributions. Its performance is linked to the Advanced Research Risk Parity Index, which is exposed to factors like equities, fixed income, and commodities. The fund's use of leverage can amplify both gains and losses, making it suitable for investors comfortable with this added risk. RPAR may appeal to those seeking diversification and downside protection, but careful consideration of the strategy's complexities is warranted.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Official fund prospectus
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.