PRFZ:NSD-Invesco FTSE RAFI US 1500 Small-Mid ETF (USD)

ETF | Small Blend |

Last Closing

USD 41.45

Change

0.00 (0.00)%

Market Cap

USD 2.55B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of approximately 1,500 common stocks and is designed to track the performance of small- and medium-sized U.S. companies based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

ETFs Containing PRFZ

PZW:CA Invesco FTSE RAFI Global .. 50.24 % 0.55 %

N/A

CAD 0.02B
PZW-F:CA Invesco FTSE RAFI Global .. 50.24 % 0.00 %

N/A

N/A
PZW.U:CA 49.49 % 0.62 %

N/A

N/A
PZW-U:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -77.89% 10% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -77.89% 10% F 5% F
Trailing 12 Months  
Capital Gain -74.87% 10% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -74.87% 10% F 6% D-
Trailing 5 Years  
Capital Gain -67.34% 10% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -67.34% 10% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain 14.23% N/A N/A 72% C
Dividend Return 15.01% N/A N/A 71% C-
Total Return 0.79% N/A N/A 20% F
Risk Return Profile  
Volatility (Standard Deviation) 29.80% N/A N/A 62% D
Risk Adjusted Return 50.38% N/A N/A 79% B-
Market Capitalization 2.55B 90% A- 82% B

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.