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Upturn AI SWOT - About
Cabana Target Drawdown 10 ETF (TDSC)
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Upturn Advisory Summary
10/24/2025: TDSC (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 0.28% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.51 | 52 Weeks Range 21.61 - 25.46 | Updated Date 06/30/2025 |
52 Weeks Range 21.61 - 25.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
Cabana Target Drawdown 10 ETF
ETF Overview
Overview
The Cabana Target Drawdown 10 ETF (TDWN) seeks to provide investment results that correspond generally to the performance of the Cabana Target Drawdown 10 Index. The index uses a rules-based methodology to allocate its assets among a variety of U.S. equity and fixed income exchange-traded funds (ETFs), with the goal of limiting downside risk.
Reputation and Reliability
Cabana Asset Management is relatively new but gaining recognition for its risk-managed investment strategies.
Management Expertise
The management team has experience in portfolio construction and risk management, focusing on downside protection.
Investment Objective
Goal
To provide investment results that generally correspond to the performance of the Cabana Target Drawdown 10 Index.
Investment Approach and Strategy
Strategy: The ETF tracks a rules-based index that dynamically allocates assets between equity and fixed income ETFs based on market conditions to manage downside risk.
Composition The ETF holds a mix of U.S. equity and fixed income ETFs.
Market Position
Market Share: TDWN has a smaller market share compared to more established asset allocation ETFs.
Total Net Assets (AUM): 48715038
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
Competitive Landscape
The competitive landscape is dominated by larger, more established asset allocation ETFs. TDWN's advantage lies in its specific drawdown management strategy, but it faces challenges in gaining market share due to its smaller size and newer status compared to its competitors.
Financial Performance
Historical Performance: Historical performance data not readily available in the requested format. Requires direct data retrieval.
Benchmark Comparison: Benchmark comparison not readily available in the requested format. Requires direct data retrieval.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which might affect order execution costs.
Bid-Ask Spread
The bid-ask spread reflects moderate liquidity and can impact trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and equity market volatility significantly affect TDWN's asset allocation strategy.
Growth Trajectory
The growth trajectory is tied to investor demand for downside protection and the effectiveness of the index's allocation strategy; changes in allocation strategies can occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
TDWN's competitive edge stems from its rules-based target drawdown approach, which aims to limit downside risk. This strategy differentiates it from traditional asset allocation ETFs that may not explicitly target a specific drawdown level. The fund's dynamic asset allocation responds to market conditions, potentially mitigating losses during downturns. However, this strategy may also limit upside potential in strong bull markets.
Risk Analysis
Volatility
Volatility depends on the ETF's asset allocation and market conditions. Requires direct data retrieval for accurate assessment.
Market Risk
Market risk is present in the underlying equity and fixed income ETFs, with potential for losses due to broad market declines or interest rate changes.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those seeking downside protection and a diversified portfolio with a focus on managing risk. Investors nearing retirement or those with low risk tolerance may find this ETF suitable.
Market Risk
This ETF is best suited for long-term investors who prioritize capital preservation and are comfortable with a rules-based asset allocation approach.
Summary
Cabana Target Drawdown 10 ETF is designed for investors seeking to limit downside risk through a rules-based asset allocation strategy. Its allocation between equity and fixed income ETFs aims to protect capital during market downturns. The ETF's relatively small AUM and newer status present both opportunities and challenges for growth. Investors should carefully consider the ETF's expense ratio and potential limitations on upside participation compared to broader market ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
- Investment research platforms
Disclaimers:
The information 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 Cabana Target Drawdown 10 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 with limited volatility and reduced correlation to the overall performance of the equity markets by allocating its assets among the following five major asset classes " equities, fixed income securities, real estate, currencies, and commodities. The Sub-Adviser"s target drawdown for the fund is 10%; however, there can be no assurance, and the fund, the Adviser, and the Sub-Adviser do not represent or guarantee, that this target will be maintained.
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