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QPXAdvisorShares Q Dynamic Growth ETF

Grow my money5y track recordRanked #2,790 of 3,055 in this goal

Seeks to achieve long-term growth.

By AdvisorShares · Launched 2020

Annual Cost

1.74%

#5,961 of 6,040 · expensive

Fund Size

$32M

#4,189 of 6,040 · small

Return (1Y)

+14.6%

Track Record

5 years

#2,236 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,499+15.0%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 9 holdings = 110.5% of funddiversified through underlying funds

EA Series Trust
25.4%
SELECT SECTOR SPDR TRUST (THE)
20.7%
SELECT SECTOR SPDR TRUST (THE)
20.3%
Spdr Gold Trust
13.1%
DREY INST PREF GOV MM-MDSVXX
10.3%
SELECT SECTOR SPDR TRUST (THE)
7.8%
SELECT SECTOR SPDR TRUST (THE)
5.7%
iShares Trust
5.2%
Fidelity Government PortfolioFIGXX
2.0%

Asset allocation

Stocks
86.3%
Other
11.3%
Cash
2.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.2%Moderate

Year-on-year price swings

Max drawdown
-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Bond profile

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to achieve long-term growth.
Strategy
Actively manages a diversified portfolio of U.S. and foreign equities, fixed income, and commodities through ETFs, targeting long-term growth. Allocates based on a quantitative model and adjusts monthly based on implied volatility as measured by QIX™.
Inception date
December 28, 2020
Fund family
AdvisorShares

Next steps

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Data updated on 2026-09-18