Longevity at the firm has been impressive. Its five-year success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. APTUS ETFs has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results. A notable weakness of APTUS ETFs is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only four years of average tenure across their management team, there is cause for concern.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.