DWSH

AdvisorShares Dorsey Wright Short ETF
*Unless otherwise stated, data provided by FactSet.

DWSH Fund Description

DWSH is actively managed to achieve long-term capital appreciation by shorting US-listed large-cap companies exhibiting weak relative strength.

DWSH Factset Analytics Insight

DWSH is actively managed, but relies entirely on a technical indicator to build a portfolio of short interests in US-listed large-cap stocks. The fund follows a momentum strategy, picking roughly 75-100 companies with the weakest relative strength. Securities are held short on a modified equal weighting. The fund manager reviews the portfolio on a weekly basis for changes in relative strength scores and potentially changes underlying holdings. In a volatile equity market, the strategy can generate a lot of turnover. A similar strategy is provided by sibling fund HDGE.

PERFORMANCE [as of 08/03/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DWSH 2.11% -3.22% -23.73% -55.08% -29.80% -- --
DWSH (NAV) 2.72% -1.33% -23.78% -54.66% -29.26% -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DWSH Summary Data

AdvisorShares
07/10/18
Open-Ended Fund
3.67%
$27.37M
0.39%

DWSH Portfolio Data

0.27%
N/A

DWSH Index Data

No Underlying Index
Proprietary
Proprietary
N/A

DWSH Fund Structure

Yes
No
-- / --
N/A
N/A
High
Variable
None

DWSH Tax Exposures

20.00% / 39.60%
--
No

DWSH Factset Analytics Block Liquidity

As of 08/04/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DWSH. DWSH is rated a N/A out of 5.

DWSH Tradability

24,889
$215.75K
13,602
$117.53K
0.39%
$0.03
-0.03%
0.62% / -0.73%
None
100.00%
25,000
0.54
0.23%
--
0
$8.75
N/A