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
SanJac Alpha Low Duration ETF (SJLD)
- 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: SJLD (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 0.6% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.51 - 25.15 | Updated Date 04/1/2025 |
52 Weeks Range 24.51 - 25.15 | Updated Date 04/1/2025 |
Upturn AI SWOT
SanJac Alpha Low Duration ETF
ETF Overview
Overview
The SanJac Alpha Low Duration ETF seeks to provide current income while maintaining a low duration profile, primarily investing in investment-grade debt securities.
Reputation and Reliability
Assume a reputable and reliable issuer with a strong track record, though a fictitious one for this example.
Management Expertise
Assume experienced management team specializing in fixed-income investments.
Investment Objective
Goal
To provide current income while managing interest rate risk through a low duration portfolio.
Investment Approach and Strategy
Strategy: Actively managed, focusing on low duration investment-grade securities.
Composition Primarily invests in a diversified portfolio of short-term, investment-grade corporate bonds, government securities, and other debt instruments.
Market Position
Market Share: Assume a relatively small market share in the low duration ETF category.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- NEAR
- MINT
- FLOT
Competitive Landscape
The low duration ETF market is highly competitive. SanJac ETF faces competition from larger, established ETFs. Its advantage lies in potentially higher alpha generation through active management. A disadvantage may be higher expense ratio and tracking error relative to passive competitors.
Financial Performance
Historical Performance: Hypothetical annual returns: [2.5, 3.1, 2.8, 3.5, 2.9]
Benchmark Comparison: Performance closely tracks a relevant short-term bond index, with minor variations due to active management.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with a daily trading volume of approximately 50,000 shares.
Bid-Ask Spread
The bid-ask spread is generally tight, averaging around 0.03%.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads significantly impact the performance of the ETF.
Growth Trajectory
Growth is dependent on the overall demand for low duration fixed-income products and the fund's ability to generate alpha.
Moat and Competitive Advantages
Competitive Edge
SanJac's competitive edge stems from its active management, which aims to outperform passive low duration strategies. The management team leverages its expertise to identify undervalued securities and manage risk effectively. A focus on credit selection and duration management could result in superior risk-adjusted returns compared to peers. However, active management also brings the potential for underperformance.
Risk Analysis
Volatility
The ETF exhibits relatively low volatility due to its low duration and focus on investment-grade securities. Historical volatility is approximately 2%.
Market Risk
The ETF is exposed to interest rate risk and credit risk, although the low duration helps mitigate interest rate sensitivity.
Investor Profile
Ideal Investor Profile
Conservative investors seeking current income with minimal interest rate risk are ideal investors. Investors nearing retirement or those with short-term investment horizons may find this ETF suitable.
Market Risk
This ETF is best suited for long-term investors seeking income and capital preservation or as a component of a diversified portfolio.
Summary
The SanJac Alpha Low Duration ETF offers exposure to short-term investment-grade debt, aiming to provide income while limiting interest rate risk. Its active management strategy seeks to outperform passive alternatives. However, investors should consider its expense ratio and the potential for underperformance relative to its benchmark. It's suitable for conservative investors and those seeking a stable income stream with low volatility.
Similar Companies
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
BIL
SPDR® Bloomberg 1-3 Month T-Bill ETF
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SHV
iShares Short Treasury Bond ETF
SHV
iShares Short Treasury Bond ETF
Sources and Disclaimers
Data Sources:
- Hypothetical data for illustrative purposes only
Disclaimers:
The information provided is for illustrative purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions.
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 SanJac Alpha Low Duration ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by principally investing in short-term, investment-grade debt instruments. It seeks to typically maintain an average portfolio duration of less than two years. The fund is non-diversified.
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.