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Upturn AI SWOT - About
AB Ultra Short Income ETF (YEAR)
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Upturn Advisory Summary
08/14/2025: YEAR (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 12.53% | Avg. Invested days 275 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.10 - 50.68 | Updated Date 06/29/2025 |
52 Weeks Range 48.10 - 50.68 | Updated Date 06/29/2025 |
Upturn AI SWOT
AB Ultra Short Income ETF
ETF Overview
Overview
The AB Ultra Short Income ETF (NYSE Arca: YEAR) seeks to maximize current income consistent with preservation of capital. It primarily invests in a diversified portfolio of investment-grade and high-yield debt securities with very short maturities, focusing on capital preservation and income generation with limited interest rate risk.
Reputation and Reliability
AllianceBernstein is a well-established global investment management firm with a long history and strong reputation.
Management Expertise
AllianceBernstein has a team of experienced portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
Maximize current income consistent with preservation of capital.
Investment Approach and Strategy
Strategy: The ETF does not aim to track a specific index but actively manages a portfolio of short-term debt securities.
Composition The ETF holds a mix of investment-grade and high-yield corporate bonds, government securities, and other debt instruments with short maturities.
Market Position
Market Share: Data unavailable to calculate YEAR's market share
Total Net Assets (AUM): 1264000000
Competitors
Key Competitors
- MINT
- GSY
- NEAR
Competitive Landscape
The ultra-short bond ETF market is competitive, with several established players. YEAR competes on its active management strategy and AllianceBernstein's expertise. Advantages include active management seeking to outperform benchmarks, while disadvantages may include higher expense ratios compared to passively managed funds.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: The ETF's performance is typically compared to short-term bond indices.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume indicates adequate liquidity for typical trading sizes.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads impact the ETF's performance. Sector growth prospects and current market conditions also play a role.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for short-term income-generating strategies and overall market conditions. The ETF's strategy has remained consistent.
Moat and Competitive Advantages
Competitive Edge
AB Ultra Short Income ETF benefits from AllianceBernstein's established reputation and expertise in fixed-income management. Its active management approach seeks to identify and capitalize on short-term opportunities in the credit market. The ETFu2019s focus on capital preservation and current income makes it a potentially attractive option for risk-averse investors. It differentiates itself by not tracking a specific index and utilizing a dynamic allocation strategy.
Risk Analysis
Volatility
The ETF exhibits relatively low volatility due to its short-term maturities and focus on capital preservation.
Market Risk
The ETF is subject to market risk, including credit risk, interest rate risk, and liquidity risk, although its short duration mitigates interest rate sensitivity.
Investor Profile
Ideal Investor Profile
The ETF is suitable for risk-averse investors seeking current income and capital preservation. It is suitable for those looking for a short-term investment option.
Market Risk
The ETF is best suited for investors seeking short-term income and capital preservation rather than long-term capital appreciation.
Summary
AB Ultra Short Income ETF aims to provide current income while preserving capital through investments in short-term debt securities. It benefits from AllianceBernstein's fixed-income expertise and active management approach. The ETF is suitable for risk-averse investors seeking a low-volatility income stream. However, its active management comes with a higher expense ratio than passively managed funds, and past performance does not guarantee future results. It is important to review the fund's full prospectus before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianceBernstein Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may not be available or accurate. Financial data is approximate and may 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 AB Ultra Short Income 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 ("ETF"). It will pursue its objective by investing, under normal circumstances, primarily in a mix of U.S. government and investment grade corporate fixed-income securities. Under normal circumstances, the fund will maintain a dollar-weighted average duration of less than one year, although it may invest in securities of any duration or maturity. It may invest in mortgage-backed and other asset-backed securities, certificates of deposit and commercial paper.
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.