PEF:PA:PA-Invesco Markets III plc - Invesco FTSE RAFI Europe UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 11.95

Change

+0.08 (+0.66)%

Market Cap

USD 9.50M

Volume

36.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-04 )

ETFs Containing PEF:PA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.97% 50% F 65% D
Dividend Return N/A 82% B 11% F
Total Return N/A 88% B+ 31% F
Trailing 12 Months  
Capital Gain 16.74% 55% F 71% C-
Dividend Return N/A 71% C- 95% A
Total Return N/A 16% F 66% D+
Trailing 5 Years  
Capital Gain 28.79% 45% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.79% 43% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 7.62% 60% D- 61% D-
Dividend Return N/A 80% B- 99% N/A
Total Return N/A 70% C- 72% C
Risk Return Profile  
Volatility (Standard Deviation) N/A 98% N/A 92% A
Risk Adjusted Return N/A 77% C+ 79% B-
Market Capitalization 9.50M 6% D- 15% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.