ACEP
+0.54 · +3.12%
$17.93 · NASDAQ

ARS Core Equity Portfolio ETF (ACEP) ETF Analysis | Large Blend

ARS Investment Partners, LLC · USA
AUM:$92.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

ACEP returned +0.0% over the past year, broadly in line with flat market conditions.

What is ACEP?

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities or ETFs that provide exposure to equity securities. For purposes of the fund"s 80% policy, the managers define equity securities as common stock or securities with similar characteristics, including American Depositary Receipts ("ADRs").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
ACEP returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 42.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$92.2M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings36
Inception DateNov 2025
Domicile
Distribution
Index
ProviderARS Investment Partners, LLC
Beta
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would ACEP affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.8%
1Y
+37.6%
3Y
+37.6%
5Y
+37.6%
OpenBook InsightIf you had invested £10,000 in ACEP 5 years ago, it would have grown to £13,763 — a gain of £3,763.

Annual Returns

Calendar year performance

ACEP delivered positive returns in 2 of the last 2 calendar years.
YearACEP
2026 YTD+25.6%
2025+7.9%
2/2 positive yearsAvg return: +16.8%Worst year: +7.9% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.4%
Low
Momentum
+6.5%
30-day change
Support Level
19.98
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.