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AdvisorShares Q Portfolio Blended Allocation ETF (QPT)

ETF · Currency in USD
ISIN
US00768Y4465
CUSIP
00768Y446
Issuer
AdvisorShares
Inception Date
Dec 28, 2020
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
1.17%
Index Tracked
No Index (Active)
ETF Home Page
advisorshares.com

Asset Class Size

Large-Cap

Asset Class Style

Growth

QPTPrice Chart


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QPTPerformance

The chart shows the growth of $10,000 invested in AdvisorShares Q Portfolio Blended Allocation ETF on Dec 30, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,151 for a total return of roughly 1.51%. All prices are adjusted for splits and dividends.


QPT (AdvisorShares Q Portfolio Blended Allocation ETF)
Benchmark (S&P 500)

QPTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-6.01%-3.97%
1M-5.08%-0.94%
6M-3.01%7.48%
1Y3.22%21.47%
5Y1.44%21.58%
10Y1.44%21.58%

QPTMonthly Returns Heatmap


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QPTSharpe 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 Q Portfolio Blended Allocation ETF Sharpe ratio is 0.19. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


QPT (AdvisorShares Q Portfolio Blended Allocation ETF)
Benchmark (S&P 500)

QPTDividends

AdvisorShares Q Portfolio Blended Allocation ETF granted a 0.30% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.08 per share.


PeriodTTM20212020
Dividend$0.08$0.08$0.00

Dividend yield

0.30%0.28%0.00%

QPTDrawdowns Chart

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


QPT (AdvisorShares Q Portfolio Blended Allocation ETF)
Benchmark (S&P 500)

QPTWorst Drawdowns

The table below shows the maximum drawdowns of the AdvisorShares Q Portfolio Blended Allocation 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 Q Portfolio Blended Allocation ETF is 8.35%, recorded on Mar 8, 2021. It took 74 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-8.35%Feb 12, 202116Mar 8, 202174Jun 22, 202190
-7.66%Nov 22, 202139Jan 18, 2022
-5.5%Aug 31, 202124Oct 4, 202123Nov 4, 202147
-2.32%Jan 26, 20214Jan 29, 20216Feb 8, 202110
-2.16%Jan 4, 202110Jan 15, 20212Jan 20, 202112
-1.63%Aug 6, 20219Aug 18, 20213Aug 23, 202112
-1.21%Nov 10, 20211Nov 10, 20217Nov 19, 20218
-0.7%Jul 8, 20217Jul 16, 20212Jul 20, 20219
-0.58%Jul 26, 20215Jul 30, 20213Aug 4, 20218
-0.5%Aug 25, 20212Aug 26, 20211Aug 27, 20213

QPTVolatility Chart

Current AdvisorShares Q Portfolio Blended Allocation ETF volatility is 15.18%. 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.


QPT (AdvisorShares Q Portfolio Blended Allocation ETF)
Benchmark (S&P 500)

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