AdvisorShares Restaurant ETF (EATZ)
ETF Summary
The fund is an actively managed 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 restaurant business. It invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ADRs. The fund will concentrate at least 25% of its investments in the Hotels, Restaurants & Leisure Industry within the Consumer Discretionary Sector. It is non-diversified.
Risk Overview
Risk Overview Information Not Available
Performance & Risk
YTD Return | -5.47% |
5y Average Return | 0.00% |
Rank in Category (ytd) | -- |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.18 |
Morningstar Risk Rating | -- |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
EATZ | Category Average | EATZ | Category Average | EATZ | Category Average | |
Alpha | 2.19 | -2.04 | 0 | -1.3 | 0 | -0.74 |
BETA | 1.18 | 1.36 | 0 | 1.36 | 0 | 1.26 |
Mean Annual Return | 0.9 | 0.6 | 0 | 1.57 | 0 | 0.9 |
R-squared | 70.1 | 75.23 | 0 | 72.36 | 0 | 73.19 |
Standard Deviation | 22.86 | 25.56 | 0 | 25.75 | 0 | 21.93 |
Sharpe Ratio | 0.28 | 0.11 | 0 | 0.63 | 0 | 0.41 |
Treynor Ratio | 3.41 | -0.25 | 0 | 10.43 | 0 | 5.56 |