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HDGEAdvisorShares Active Bear ETF

Take a bet15y track recordRanked #286 of 995 in this goal

Seeks capital appreciation through short sales of domestically traded equity securities.

By AdvisorShares · Launched 2011

Annual Cost

3.62%

#6,022 of 6,040 · expensive

Fund Size

$51M

#3,733 of 6,040 · mid-size

Return (1Y)

-4.6%

Track Record

15 years

#853 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,137+1.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 54.8% of fundmoderately concentrated

FIDELITY INSTITUTIONAL MONEY MARKET GOVERNMENT PORTFOLIO ? CLASS III
60.7%
BlackRock Liquidity FedFundTFDXX
2.6%
Verisign, Inc.
-0.6%
Bath & Body Works Inc
-0.7%
Descartes Systems Group Inc.
-0.9%
Concentrix Corp.
-1.0%
INVITATION HOMES INC
-1.2%
Extreme Networks Inc.
-1.3%
The Cigna Group
-1.3%
Procore Technologies Inc
-1.4%

Asset allocation

Cash
128.5%
Bonds
66.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.3%Moderate

Year-on-year price swings

Max drawdown
-83.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.43Below average
Sortino (3Y)
-0.59Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation through short sales of domestically traded equity securities.
Strategy
Actively manages a portfolio of liquid mid- and large-cap U.S. equity securities through short selling. The Sub-Advisor employs a fundamental research-driven selection process to identify securities with low earnings quality and potential price decline catalysts.
Inception date
January 26, 2011
Fund family
AdvisorShares

Next steps

Save HDGE to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18