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Upturn AI Summary
Adaptive Hedged Multi-Asset Income ETF(AMAX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AMAX
10/23/2026: AMAX (1-star) is a SELL. SELL for 2 days. Simulated Profits (-1.61%). Updated daily EoD!
AMAX is an actively managed ETF that targets consistent income and capital preservation by investing in a diversified multi-asset portfolio. Its primary strength lies in its adaptive strategy, which uses hedging to protect against downside risk during turbulent markets. The fund is ideal for income-focused investors who prioritize risk management over pure growth. While it provides valuable diversification, investors should be aware of the higher costs associated with active management and the potential for performance lag during strong, unidirectional bull markets. Success for this ETF depends on the effectiveness of its quantitative allocation model and the ongoing demand for risk-mitigated income solutions.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on hedging and income may limit upside participation compared to pure growth equity funds. |
| Momentum investor | Strong fit while signal remains positive | The adaptive nature of the fund allows it to adjust exposure based on changing market trends. |
| Value investor | Mixed fit | While it holds diverse assets, the fund is structured more for income stability than value-based capital appreciation. |
| Dividend/Income investor | Strong fit | The primary objective of generating consistent income makes this a strong candidate for income-focused portfolios. |
| Low-risk investor | Strong fit while signal remains positive | The built-in hedging strategy is designed to reduce volatility, making it suitable for risk-conscious investors. |
Investor Profile
Ideal Investor Profile
Retirees or conservative investors seeking income generation with a layer of downside protection.
Suitability
Best suited for long-term investors looking for a core income holding that adapts to shifting market risks.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Hedging strategies help dampen, but do not eliminate, underlying market volatility. |
| Market risk | Medium / high | Exposure to global equities and bonds subjects the fund to broad market movements. |
| Concentration | Low | The multi-asset approach provides broad diversification across asset classes. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives. |
| Liquidity | Medium | Lower average daily volume can lead to wider spreads for larger trades. |
| Business/sector quality | Medium | The fund relies on the manager's ability to select effective underlying assets. |
Risk Analysis
Volatility
Historical volatility is managed by the fund's hedging overlay, aiming to keep it lower than unhedged equity portfolios.
Market Risk
The fund faces risks related to interest rate changes affecting bonds and economic sentiment affecting global equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Diversified Fixed Income Securities | 45 | These assets provide the core income component of the fund's strategy. |
| Market capitalization | Global Equity Securities | 35 | Equities are included to provide capital appreciation potential alongside the income strategy. |
| Derivatives | Hedge Instruments (Options/Futures) | 15 | These instruments are used to mitigate downside risk and dampen portfolio volatility. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings provide liquidity for tactical rebalancing and risk management. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.36% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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