AdvisorShares Hotel ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return N/A
YTD return -1.85%
Beta 3Y 0.00
Total Assets 8.98M
Annual report expense ratio 0.79%

Company description

The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock and “ADRs. It is non-diversified.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to AdvisorShares Hotel ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to AdvisorShares Hotel ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on AdvisorShares Hotel ETF

Here is the result of two systematic investment strategies applied to AdvisorShares Hotel ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on AdvisorShares Hotel ETF

The following chart shows the equity curve of the two systematic investment strategies applied to AdvisorShares Hotel ETF:

AdvisorShares Hotel ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 2.36% on the backtest period.

Performance at glance

Performance

2.36 %

Latent gain

6.1 $

Invested capital

258.36 $

Annualized return

4.72 %
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Momentum strategy results on AdvisorShares Hotel ETF

This is the result of two momentum investment strategies applied to AdvisorShares Hotel ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on AdvisorShares Hotel ETF

The following chart shows all the entries opened by the momentum investment system on AdvisorShares Hotel ETF:

AdvisorShares Hotel ETF momentum entries
  • The first momentum investment strategy would give 17.96% of return on AdvisorShares Hotel ETF. That represents 88.57$ of latent gain with 493.24$ of employed capital.
  • The second momentum investment strategy would give 0.82% of return on AdvisorShares Hotel ETF. That represents 2.16$ of latent gain with 262.3$ of employed capital.
Performance at glance (1Q Momentum)

Performance

17.96 %

Latent gain

88.57 $

Invested capital

493.24 $

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0.82 %

Latent gain

2.16 $

Invested capital

262.3 $

Annualized return

41.0 %

Momentum equity curve on AdvisorShares Hotel ETF

The following chart shows the equity curve of the two momentum strategies applied to AdvisorShares Hotel ETF:

AdvisorShares Hotel ETF momentum equity

Note: the dividends potentially given by AdvisorShares Hotel ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on AdvisorShares Hotel ETF

The following chart shows the employed capital evolution of the two momentum strategies on AdvisorShares Hotel ETF since the beginning:

AdvisorShares Hotel ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on AdvisorShares Hotel ETF

Buy the dip entry openings on AdvisorShares Hotel ETF

AdvisorShares Hotel ETF

The performance achieved by the robo-advisor on AdvisorShares Hotel ETF is 0%. That represents 0.0$ of latent gain with 0.0$ of employed capital. The following chart shows AdvisorShares Hotel ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of AdvisorShares Hotel ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 $

Invested capital

0.0 $

Annualized return

-0.0 %

Equity curve of the strategy applied to AdvisorShares Hotel ETF

The following chart shows the result of the investment strategy applied to AdvisorShares Hotel ETF:

AdvisorShares Hotel ETF

Note: the dividends potentially given by AdvisorShares Hotel ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on AdvisorShares Hotel ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on AdvisorShares Hotel ETF:

AdvisorShares Hotel ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on AdvisorShares Hotel ETF

In this section, I will compare the three previous investment strategies applied to AdvisorShares Hotel ETF.

Equity curve comparison on AdvisorShares Hotel ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

AdvisorShares Hotel ETF investment strategy comparison

Employed capital comparison on AdvisorShares Hotel ETF

AdvisorShares Hotel ETF investment comparison

Performance comparison on AdvisorShares Hotel ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 2.36% 6.1$ 258.36$ 4.72%
Momentum 1 quarter 17.96% 88.57$ 493.24$ 69.08%
Momentum 2 quarters 0.82% 2.16$ 262.3$ 41.0%
Non-directional 0% 0.0$ 0.0$ -0.0%
Annualized return comparison

Automatic investment

4.72 %

Momentum 1Q

41.0 %

Momentum 2Q

41.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with AdvisorShares Hotel ETF:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between AdvisorShares Hotel ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of AdvisorShares Hotel ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name AdvisorShares Hotel ETF
Country
City
Address
Phone
Website
FullTime employees
Industry
Sector
Exchange ARCX
Ticker BEDZ
Market

AdvisorShares Hotel ETF ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown