ducovest

IUS:NSD-Invesco RAFI Strategic US ETF (USD)

ETF | Large Blend |

Last Closing

USD 47.1575

Change

-0.20 (-0.43)%

Market Cap

USD 0.53B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

N/A

 USD 13.23B
ESGU iShares ESG Aware MSCI USA ETF

N/A

 USD 12.81B
FTCS First Trust Capital Strength E..

N/A

 USD 8.59B
VONE Vanguard Russell 1000 Index Fu..

N/A

 USD 4.88B
VTHR Vanguard Russell 3000 Index Fu..

N/A

 USD 2.46B
USMC Principal U.S. Mega-Cap ETF

N/A

 USD 2.45B
FEX First Trust Large Cap Core Alp..

N/A

 USD 1.19B
PKW Invesco BuyBack Achievers ETF

N/A

 USD 1.08B
SUSL iShares ESG MSCI USA Leaders E..

N/A

 USD 1.04B
CATH Global X S&P 500® Catholic Va..

N/A

 USD 0.88B

ETFs Containing IUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.91% 53% F 72% C
Dividend Return 0.40% 65% D 21% F
Total Return 9.31% 47% F 71% C-
Trailing 12 Months  
Capital Gain 23.90% 53% F 76% C+
Dividend Return 1.96% 89% A- 29% F
Total Return 25.86% 53% F 76% C+
Trailing 5 Years  
Capital Gain 94.06% 95% A 82% B
Dividend Return 9.09% 67% D+ 35% F
Total Return 103.16% 100% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.04% 100% F 75% C
Dividend Return 16.46% 100% F 75% C
Total Return 1.42% 68% D+ 35% F
Risk Return Profile  
Volatility (Standard Deviation) 18.88% 37% F 78% C+
Risk Adjusted Return 87.22% 89% A- 94% A
Market Capitalization 0.53B 42% F 63% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.