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QPXAdvisorShares Q Dynamic Growth ETF

Grow my money5y track recordRanked #2,728 of 2,993 in this goal

Seeks to achieve long-term growth.

By AdvisorShares · Launched 2020

Annual Cost

1.74%

#5,780 of 5,853 · expensive

Fund Size

$43M

#3,781 of 5,853 · mid-size

Return (1Y)Goal

+19.8%

Track Record

5 years

#2,215 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,140+21.4%

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

What it actually holds

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
79.7%
Other
17.8%
Cash
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.9%Moderate

Year-on-year price swings

Max drawdown
-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.26Good 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

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Data updated on 2026-08-02