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Upturn AI SWOT - About
Amplify BlackSwan Growth & Treasury Core ETF (SWAN)
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Upturn Advisory Summary
08/14/2025: SWAN (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 2.59% | Avg. Invested days 45 | 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 0.74 | 52 Weeks Range 26.95 - 30.56 | Updated Date 06/30/2025 |
52 Weeks Range 26.95 - 30.56 | Updated Date 06/30/2025 |
Upturn AI SWOT
Amplify BlackSwan Growth & Treasury Core ETF
ETF Overview
Overview
The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) seeks to provide capital appreciation while mitigating downside risk through a unique blend of growth stocks and U.S. Treasury securities. It aims to offer a smoother investment experience compared to traditional equity investments.
Reputation and Reliability
Amplify ETFs is a well-regarded issuer known for innovative and specialized ETF offerings.
Management Expertise
The management team has experience in portfolio management and risk mitigation strategies.
Investment Objective
Goal
To provide capital appreciation while mitigating downside risk.
Investment Approach and Strategy
Strategy: The ETF employs a strategy that combines growth stocks with U.S. Treasury securities, aiming to capture equity upside while limiting potential losses.
Composition The ETF holds a mix of stocks and U.S. Treasury securities.
Market Position
Market Share: SWAN holds a small but notable market share within the risk-managed or buffered ETF space.
Total Net Assets (AUM): 278000000
Competitors
Key Competitors
- AGFiQ US Market Rotation ETF (ROTA)
- Innovator U.S. Equity Accelerated ETF (XCLR)
- Simplify US Equity PLUS GB ETF (SPBY)
Competitive Landscape
The competitive landscape includes various risk-managed and buffered ETFs. SWAN distinguishes itself through its specific combination of growth stocks and U.S. Treasuries. Advantages include potential for equity upside with downside protection, while disadvantages may include underperformance in strong bull markets compared to pure equity ETFs.
Financial Performance
Historical Performance: Historical performance data is available from the ETF's inception. Consult financial websites for accurate data.
Benchmark Comparison: The ETF's performance is typically compared to broad market indices and risk-managed benchmarks.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
SWAN exhibits moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The bid-ask spread for SWAN is generally competitive, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market volatility can influence SWAN's performance.
Growth Trajectory
SWAN's growth trajectory depends on its ability to attract investors seeking downside protection and participation in equity market gains. Strategic adjustments may be made to optimize the portfolio's risk-reward profile.
Moat and Competitive Advantages
Competitive Edge
SWAN's competitive advantage lies in its strategic blend of growth stocks and U.S. Treasury securities, providing a potential for capital appreciation with a focus on downside mitigation. This approach appeals to investors who seek a smoother investment experience than pure equity exposure. The fund's allocation strategy is actively managed, allowing for adjustments based on market conditions. This dynamic approach differentiates it from passively managed risk-managed ETFs.
Risk Analysis
Volatility
SWAN's historical volatility is expected to be lower than that of a pure equity ETF due to its treasury allocation.
Market Risk
The ETF is subject to market risk, including equity market fluctuations and interest rate risk affecting the value of Treasury securities.
Investor Profile
Ideal Investor Profile
The ideal investor profile for SWAN includes those seeking capital appreciation with downside protection. It is suitable for risk-averse investors or those nearing retirement.
Market Risk
SWAN is best suited for long-term investors who prioritize risk management and seek a potentially smoother investment experience.
Summary
The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) provides a balanced approach to investing by combining growth stocks with the safety of U.S. Treasury securities. This strategy aims to deliver capital appreciation while mitigating downside risk, appealing to risk-averse investors. SWAN distinguishes itself through its active management and unique asset allocation. Its performance is influenced by market conditions and the ETF's ability to effectively manage risk. SWAN is a suitable option for investors seeking a potentially smoother investment journey compared to traditional equity investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- Financial News Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. 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 Amplify BlackSwan Growth & Treasury Core ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its net assets in the securities that comprise the index, which will primarily include U.S. Treasury securities and long-dated call options (LEAP Options) on the SPDR S&P 500 ETF Trust (SPY). The index is a rules-based, quantitative index that seeks to provide capital protection against the unpredictable, rare and highly disruptive events that have come to be referred to as Black Swans.
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.