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

ETF | Large Blend |

Last Closing

USD 47.51

Change

-0.16 (-0.34)%

Market Cap

USD 0.54B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-25 )

Largest Industry Peers for Large Blend

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

-0.10 (-0.13%)

USD 13.23B
ESGU iShares ESG Aware MSCI USA ETF

+0.25 (+0.21%)

USD 12.81B
FTCS First Trust Capital Strength E..

-0.51 (-0.60%)

USD 8.59B
USMC Principal U.S. Mega-Cap ETF

+0.03 (+0.06%)

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

-0.03 (-0.03%)

USD 1.19B
PKW Invesco BuyBack Achievers ETF

+0.08 (+0.07%)

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

-0.10 (-0.10%)

USD 1.04B
CFA VictoryShares US 500 Volatilit..

+0.03 (+0.04%)

USD 0.51B
CFO VictoryShares US 500 Enhanced ..

+0.04 (+0.06%)

USD 0.43B
VSDA VictoryShares Dividend Acceler..

-0.11 (-0.23%)

USD 0.24B

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 9.72% 47% F 75% C
Dividend Return 0.81% 87% B+ 31% F
Total Return 10.53% 47% F 75% C
Trailing 12 Months  
Capital Gain 18.86% 59% D- 78% C+
Dividend Return 1.87% 82% B 31% F
Total Return 20.74% 59% D- 78% C+
Trailing 5 Years  
Capital Gain 89.28% 94% A 83% B
Dividend Return 9.51% 88% B+ 38% F
Total Return 98.79% 94% A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.44% 100% F 74% C
Dividend Return 16.91% 100% F 75% C
Total Return 1.46% 68% D+ 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.78% 47% F 78% C+
Risk Adjusted Return 90.01% 89% A- 95% A
Market Capitalization 0.54B 41% F 64% 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.