Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
SanJac Alpha Low Duration ETF (SJLD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: SJLD (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 5.08% | Avg. Invested days 242 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.25 - 25.09 | Updated Date 06/28/2025 |
52 Weeks Range 24.25 - 25.09 | Updated Date 06/28/2025 |
Upturn AI SWOT
SanJac Alpha Low Duration ETF
ETF Overview
Overview
The SanJac Alpha Low Duration ETF seeks to provide current income while preserving capital. It primarily invests in a diversified portfolio of short-term investment-grade debt securities. The fund focuses on active management to generate alpha while maintaining a low duration profile.
Reputation and Reliability
Information about the issuer's reputation and reliability is unavailable.
Management Expertise
Information about the management team's experience is unavailable.
Investment Objective
Goal
The primary investment goal is to provide current income and preserve capital.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy to identify and invest in undervalued short-term investment-grade debt securities.
Composition The ETF primarily holds investment-grade corporate bonds, government securities, and other debt instruments with a short duration.
Market Position
Market Share: Information about the ETF's market share is not publicly available.
Total Net Assets (AUM): Information about the ETF's AUM is unavailable.
Competitors
Key Competitors
- MINT
- NEAR
- GGOV
- SGOV
Competitive Landscape
The short-duration bond ETF market is competitive, with several established players. SanJac Alpha Low Duration ETF may need to differentiate itself through superior performance or a unique investment strategy. Advantages could include active management alpha generation, while disadvantages may include higher expense ratios compared to passive index trackers.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: A benchmark comparison cannot be provided without historical performance data.
Expense Ratio: Information on expense ratio unavailable.
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
Bid-ask spread information is unavailable.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by interest rate movements, credit spreads, and overall economic conditions. Rising interest rates can negatively impact bond prices, while positive economic data may improve credit quality.
Growth Trajectory
Growth trends and patterns of ETF SanJac Alpha Low Duration ETF are unavailable.
Moat and Competitive Advantages
Competitive Edge
The SanJac Alpha Low Duration ETF's potential competitive advantage lies in its active management approach, which aims to generate alpha above a passive benchmark. Its low duration focus can also offer some protection against rising interest rates. The ETFu2019s success hinges on the fund manager's ability to identify and select undervalued securities. If the management team can consistently outperform its peers, this ETF could offer compelling value to investors seeking current income and capital preservation in a low-rate environment. However, active management also comes with higher costs.
Risk Analysis
Volatility
Volatility data is unavailable.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and liquidity risk. Rising interest rates can reduce the value of the ETF's holdings, while credit risk refers to the potential for issuers to default on their debt obligations. Illiquidity of some holdings could make selling bonds difficult.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual or institution seeking current income and capital preservation. Suitable for investors who are concerned about interest rate risk.
Market Risk
The ETF is best suited for long-term investors and passive index followers who prefer a low-risk investment option.
Summary
The SanJac Alpha Low Duration ETF aims to provide current income and preserve capital through a diversified portfolio of short-term investment-grade debt securities. Its active management strategy seeks to generate alpha, while its low duration focus aims to mitigate interest rate risk. However, information on historical performance, expense ratio, and liquidity is needed for a comprehensive assessment. The fund's success depends on the manager's ability to select undervalued securities and effectively manage risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Website (if available)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated based on AUM and industry reports. Past performance is not indicative of future results. Consult with a qualified 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 SanJac Alpha Low Duration ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by principally investing in short-term, investment-grade debt instruments. It seeks to typically maintain an average portfolio duration of less than two years. The fund is non-diversified.
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.