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- Upturn Summary
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Upturn AI Summary
ActivePassive Core Bond ETF(APCB)
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 APCB
09/25/2026: APCB (1-star) is currently NOT-A-BUY. Pass it for now.
APCB provides a hybrid approach to fixed income, combining broad exposure to U.S. investment-grade bonds with active management designed to capture value. Its primary strengths include professional management and a balanced, diversified portfolio that acts as a core holding. Investors should be aware of interest rate sensitivity and the higher cost relative to passive alternatives. It is best suited for income-focused investors who value active risk management in their core bond allocation. Key factors to monitor include the fund's management performance against its benchmark and evolving interest rate trends.
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 | Weak fit | Fixed income generally lacks the capital appreciation potential sought by growth-focused investors. |
| Momentum investor | Mixed fit | Momentum investors may find limited opportunity unless there is a clear, sustained trend in interest rate movements. |
| Value investor | Strong fit | The fund provides a value-oriented approach to fixed income by seeking mispriced credit opportunities. |
| Dividend/Income investor | Strong fit | The fund is designed to generate consistent income through a diversified mix of high-quality fixed-income assets. |
| Low-risk investor | Strong fit | As a core bond fund, it serves as a foundational holding to reduce overall portfolio volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term oriented individual seeking a reliable income stream and core portfolio stabilization with a desire for active oversight.
Suitability
Best suited for long-term investors using this as a core fixed-income allocation rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Bond prices fluctuate with interest rates, but generally provide lower volatility than equity markets. |
| Market risk | Medium | Changes in broader economic conditions and central bank policy significantly impact bond valuations. |
| Concentration | Low | The fund is broadly diversified across various sectors of the U.S. fixed-income market. |
| Tracking/expense | Medium | The active management component introduces a higher expense ratio and the risk of deviating from the benchmark. |
| Liquidity | Medium | Certain segments of the bond market can experience liquidity crunches during market stress. |
| Business/sector quality | Low | The focus on investment-grade securities minimizes the risk of default. |
Risk Analysis
Volatility
APCB displays low to moderate volatility typical of high-quality U.S. bond funds, primarily influenced by duration exposure.
Market Risk
The fund is subject to interest rate risk and credit spread risk, which can cause price depreciation if rates rise or credit conditions deteriorate.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Securities | 45 | Provides a high-quality, liquid foundation for the portfolio with minimal credit risk. |
| Fixed-income type | Investment-Grade Corporate Bonds | 35 | Offers enhanced yield potential compared to government bonds through exposure to high-quality corporate issuers. |
| Fixed-income type | Mortgage-Backed Securities (MBS) | 15 | Adds diversification and yield through exposure to the residential housing debt market. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for daily trading operations and tactical rebalancing. |
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 5.77% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $997.76M |
| Issuer | Active Passive Funds |
| Expense Ratio | 0.36% |
| Distribution Yield | 4.21% |
| Inception | May 2, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | -1.21% |
| 1 Year | -0.02% |
| 3 Year | +4.27% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.12% |
| 3Y Volatility | 5.03% |
| 3Y Sharpe Ratio | -0.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| iShares MBS ETF | 11.97% |
| Vanguard Charlotte Funds - Vanguard Total International Bond ETF | 9.76% |
| iShares Trust - iShares Core U.S. Aggregate Bond ETF | 4.14% |
| First American Funds. - Government Obligations Fund | 1.50% |
Upturn AI Summary
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.
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