Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
RPAR Risk Parity ETF (RPAR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: RPAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -13.81% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 55203 | Beta 1.24 | 52 Weeks Range 17.90 - 20.57 | Updated Date 04/2/2025 |
52 Weeks Range 17.90 - 20.57 | Updated Date 04/2/2025 |
Upturn AI SWOT
RPAR Risk Parity ETF
ETF Overview
Overview
The RPAR Risk Parity ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Advanced Research Risk Parity Index. It aims for diversification across asset classes with balanced risk contributions.
Reputation and Reliability
RPAR is managed by Advanced Research Investment Solutions, a firm specializing in risk parity strategies. The issuer is considered to be a niche player with a focus on alternative investment strategies.
Management Expertise
The management team has expertise in quantitative investing and risk parity methodologies.
Investment Objective
Goal
To seek investment results that, before fees and expenses, correspond generally to the performance of the Advanced Research Risk Parity Index.
Investment Approach and Strategy
Strategy: The ETF employs a risk parity strategy, allocating assets based on their risk contributions rather than capital allocation. It aims for equal risk allocation across asset classes.
Composition The ETF holds a mix of equities, fixed income, commodities, and inflation-protected securities (TIPS).
Market Position
Market Share: RPAR's market share within the risk parity ETF space is moderate but not dominant.
Total Net Assets (AUM): 863534101
Competitors
Key Competitors
- QRAA
- INFL
- RYLD
Competitive Landscape
The risk parity ETF market includes both broad asset allocation funds and specialized strategies. RPAR's advantage lies in its established risk parity approach and track record. A disadvantage includes higher volatility compared to some traditional asset allocation ETFs.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception date. Actual results will vary. The fund experienced drawdown during the 2022 market conditions.
Benchmark Comparison: RPAR's performance is compared against the Advanced Research Risk Parity Index to assess tracking effectiveness.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average daily trading volume is moderate, which could affect the ease of entry and exit for large positions.
Bid-Ask Spread
The bid-ask spread is generally tight, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rates, and GDP growth significantly influence RPAR's performance due to its exposure to various asset classes.
Growth Trajectory
RPAR's growth trajectory depends on the continued investor interest in risk parity strategies and the fund's ability to manage risk effectively in different market conditions.
Moat and Competitive Advantages
Competitive Edge
RPAR's competitive advantage lies in its dedicated risk parity strategy, aiming for balanced risk allocation across asset classes. This approach differentiates it from traditional asset allocation funds that focus on capital allocation. The fundu2019s management expertise in quantitative investing and risk parity methodologies adds to its appeal. RPAR aims for all-weather portfolio performance, benefiting from both rising and falling markets across different asset classes.
Risk Analysis
Volatility
RPAR's volatility can be moderate to high, depending on market conditions and the underlying asset classes.
Market Risk
RPAR is exposed to market risk across equities, fixed income, and commodities. Changes in interest rates, inflation, and economic growth can affect the fund's performance.
Investor Profile
Ideal Investor Profile
RPAR is suitable for investors seeking diversification and all-weather portfolio performance using a risk parity approach. Investors with a moderate to high-risk tolerance and a longer-term investment horizon may find it appropriate.
Market Risk
RPAR is best suited for long-term investors who understand the principles of risk parity and are comfortable with the potential for volatility.
Summary
The RPAR Risk Parity ETF offers a diversified portfolio constructed using a risk parity approach, aiming for balanced risk allocation across asset classes. It can provide all-weather portfolio performance and diversification but can also exhibit moderate to high volatility. It is important to understand the market conditions and the risks of each asset class. Given current AUM, the ETF is a large player, but does not have the largest market share, and may not be ideal for active trading.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About RPAR Risk Parity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund that seeks to achieve its investment objective primarily by investing across a variety of asset classes, including exposure to global equity securities, U.S. Treasury securities, and commodities. It's investment adviser seeks to invest the fund's assets to achieve exposures similar to those of the Advanced Research Risk Parity Index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.