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

ETF | Large Blend |

Last Closing

USD 50.14

Change

0.00 (0.00)%

Market Cap

USD 0.57B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a full replication methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

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 15.80% 47% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.80% 47% F 65% D
Trailing 12 Months  
Capital Gain 25.89% 32% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.89% 32% F 64% D
Trailing 5 Years  
Capital Gain 96.40% 95% A 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 96.40% 95% A 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 16.25% N/A N/A 74% C
Dividend Return 17.79% N/A N/A 75% C
Total Return 1.54% N/A N/A 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.55% N/A N/A 79% B-
Risk Adjusted Return 95.90% N/A N/A 96% N/A
Market Capitalization 0.57B 42% 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:

There is nothing we particularly like

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.