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

ETF | Others |

Last Closing

USD 11.896

Change

-0.04 (-0.35)%

Market Cap

USD 9.63M

Volume

58.00

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: 2024-07-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
JPX4:PA Amundi Index Solutions - Amund..

+0.17 (+0.37%)

USD 64.63B
SPY5:PA SPDR® S&P 500 UCITS ETF EUR

-0.80 (-0.16%)

USD 12.31B
WRD:PA HSBC ETFs Public Limited Compa..

-0.03 (-0.10%)

USD 10.00B
MEUD:PA Amundi Stoxx Europe 600 UCITS ..

+0.82 (+0.34%)

USD 8.21B
EQQQ:PA Invesco EQQQ NASDAQ-100 UCITS ..

-3.80 (-0.89%)

USD 7.68B
HHH:PA HSBC ETFs Public Limited Compa..

-0.06 (-0.12%)

USD 6.94B
WLD:PA Lyxor UCITS MSCI World D-EUR

-0.26 (-0.08%)

USD 6.61B
LCWD:PA Multi Units Luxembourg - Lyxor..

-0.01 (-0.06%)

USD 6.11B
SP5C:PA Lyxor S&P 500 UCITS ETF - C-EU..

-0.44 (-0.12%)

USD 4.66B
S500:PA Amundi S&P 500 ESG UCITS ETF A..

-0.22 (-0.15%)

USD 4.44B

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 7.48% 45% F 61% D-
Dividend Return N/A 82% B 11% F
Total Return N/A 84% B 98% N/A
Trailing 12 Months  
Capital Gain 12.44% 46% F 65% D
Dividend Return N/A 75% C 54% F
Total Return N/A 77% C+ 99% N/A
Trailing 5 Years  
Capital Gain 30.21% 45% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.21% 44% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 7.75% 60% D- 61% D-
Dividend Return N/A 61% D- 99% N/A
Total Return N/A 71% C- 86% B+
Risk Return Profile  
Volatility (Standard Deviation) N/A 94% A 86% B+
Risk Adjusted Return N/A 97% N/A 99% N/A
Market Capitalization 9.63M 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.