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AdvisorShares Sage Core Reserves ETF (HOLD)

ETF · Currency in USD
ISIN
US00768Y6510
CUSIP
00768Y651
Issuer
AdvisorShares
Inception Date
Jan 14, 2014
Region
North America (U.S.)
Category
Total Bond Market
Expense Ratio
0.36%
Index Tracked
No Index (Active)
ETF Home Page
advisorshares.com
Asset Class
Bond

HOLDPrice Chart


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HOLDPerformance

The chart shows the growth of $10,000 invested in AdvisorShares Sage Core Reserves ETF on Feb 5, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,832 for a total return of roughly 8.32%. All prices are adjusted for splits and dividends.


HOLD (AdvisorShares Sage Core Reserves ETF)
Benchmark (S&P 500)

HOLDReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.02%-2.17%
1M0.01%0.62%
6M-0.07%6.95%
1Y0.12%22.39%
5Y1.76%15.82%
10Y1.59%14.41%

HOLDMonthly Returns Heatmap


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HOLDSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AdvisorShares Sage Core Reserves ETF Sharpe ratio is 0.12. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


HOLD (AdvisorShares Sage Core Reserves ETF)
Benchmark (S&P 500)

HOLDDividends

AdvisorShares Sage Core Reserves ETF granted a 0.56% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.55 per share.


PeriodTTM20212020201920182017201620152014
Dividend$0.55$0.55$1.40$2.32$1.94$1.29$0.96$0.38$0.67

Dividend yield

0.56%0.56%1.42%2.37%2.04%1.38%1.05%0.42%0.74%

HOLDDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HOLD (AdvisorShares Sage Core Reserves ETF)
Benchmark (S&P 500)

HOLDWorst Drawdowns

The table below shows the maximum drawdowns of the AdvisorShares Sage Core Reserves ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the AdvisorShares Sage Core Reserves ETF is 5.23%, recorded on Mar 23, 2020. It took 197 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-5.23%Feb 26, 202019Mar 23, 2020197Dec 31, 2020216
-1.06%Jul 26, 202151Oct 5, 2021
-0.54%Oct 29, 201430Jan 8, 201542Jul 20, 201572
-0.49%Aug 20, 201521Dec 16, 20158Mar 29, 201629
-0.37%Jan 4, 202113Jan 21, 2021127Jul 23, 2021140
-0.34%Apr 16, 20183Apr 19, 20189Jun 1, 201812
-0.34%Jul 12, 20163Jul 18, 201637Oct 12, 201640
-0.28%May 23, 20171May 23, 20175Jun 29, 20176
-0.24%Jan 12, 20172Jan 19, 20175Feb 10, 20177
-0.24%Aug 7, 20149Aug 26, 20149Sep 25, 201418

HOLDVolatility Chart

Current AdvisorShares Sage Core Reserves ETF volatility is 0.22%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HOLD (AdvisorShares Sage Core Reserves ETF)
Benchmark (S&P 500)

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