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Upturn AI SWOT - About
AXS 2X Innovation ETF (TARK)
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Upturn Advisory Summary
03/27/2025: TARK (1-star) is currently NOT-A-BUY. Pass it for now.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -63.18% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 141038 | Beta - | 52 Weeks Range 28.16 - 94.45 | Updated Date 03/27/2025 |
52 Weeks Range 28.16 - 94.45 | Updated Date 03/27/2025 |
Upturn AI SWOT
AXS 2X Innovation ETF
ETF Overview
Overview
The AXS 2X Innovation ETF (TARK) seeks daily investment results, before fees and expenses, of 200% of the daily performance of the ARK Innovation ETF (ARKK). It provides leveraged exposure to companies involved in disruptive innovation.
Reputation and Reliability
AXS Investments is a relatively newer player in the ETF market but provides innovative and leveraged ETF products.
Management Expertise
AXS Investments has a team focused on developing and managing alternative and leveraged investment strategies.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to two times (200%) the daily performance of the ARK Innovation ETF (ARKK).
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy, aiming to amplify the daily returns of ARKK through derivatives and other financial instruments.
Composition The ETF does not directly hold the underlying stocks of ARKK. Instead, it uses financial instruments to achieve its leveraged exposure. It is exposed to the innovation sector of the market.
Market Position
Market Share: TARK has a relatively small market share compared to non-leveraged innovation ETFs.
Total Net Assets (AUM): 28665013.34
Competitors
Key Competitors
- ARKK
- XTWK
- QCLN
- TAN
Competitive Landscape
The innovation ETF market is dominated by unleveraged funds like ARKK. TARK offers a leveraged approach, making it more volatile and suited for short-term tactical trades. This fund is niche compared to the broader innovation ETF space. The disadvantages of TARK include higher risks and fees.
Financial Performance
Historical Performance: Historical performance data is highly dependent on ARKK's performance and the impact of leverage. Performance data should be analyzed carefully due to daily resets.
Benchmark Comparison: The benchmark is 2x the daily performance of ARKK, meaning the comparison should account for compounding effects of leverage.
Expense Ratio: 1.15
Liquidity
Average Trading Volume
The average trading volume of TARK is moderate, which can affect the ease of buying and selling large positions.
Bid-Ask Spread
The bid-ask spread of TARK may be wider than unleveraged ETFs due to its leveraged nature and lower trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment toward innovation stocks influence TARK's performance. Changes in ARKK holdings will impact the sector allocation.
Growth Trajectory
The growth trajectory of TARK is tied to the performance of ARKK. Given TARK's leverages nature, the growth will be impacted as well.
Moat and Competitive Advantages
Competitive Edge
TARK's primary advantage is its leveraged exposure to the ARK Innovation ETF, providing investors with the potential for amplified gains. It is a way to enhance the potential returns from the underlying Innovation ETF. The strategy of using the financial instruments to achieve its leveraged exposure is also a unique strategy to this ETF. However, this also comes with increased risk. TARK is best for short-term investors that want to maximize their gains.
Risk Analysis
Volatility
TARK is highly volatile due to its leveraged nature and the volatility of the underlying innovation stocks.
Market Risk
TARK is subject to market risk associated with innovation stocks, including technology disruptions, regulatory changes, and competitive pressures.
Investor Profile
Ideal Investor Profile
TARK is suitable for sophisticated investors with a high-risk tolerance seeking short-term, leveraged exposure to the ARK Innovation ETF.
Market Risk
TARK is best suited for active traders seeking short-term tactical exposure rather than long-term investors due to the effects of compounding and leverage decay.
Summary
The AXS 2X Innovation ETF (TARK) offers a leveraged approach to investing in the ARK Innovation ETF, aiming for twice the daily return. This strategy amplifies both potential gains and losses, making it a high-risk, high-reward investment. TARK is suited for sophisticated investors with short-term horizons who understand the implications of leverage. The higher expense ratio and the risks involved demand careful consideration. Its performance is directly tied to ARKK's and highly influenced by daily market movements.
Similar Companies
- ARKK
- WOOD
- XTWK
- ARKW
Sources and Disclaimers
Data Sources:
- AXS Investments Website
- ETF.com
- Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 AXS 2X Innovation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will enter into one or more swap with major global financial institutions for a specified period ranging from a day to more than one year whereby the fund and the global financial institution will agree to exchange the return (or differentials in rates of return) earned or realized on the ARK Innovation ETF. It is non-diversified.
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