RAFE:NYE-PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF (USD)

ETF | Others |

Last Closing

USD 37.2201

Change

+0.06 (+0.17)%

Market Cap

USD 0.06B

Volume

2.11K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing RAFE

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 14.45% 72% C 68% D+
Dividend Return 0.52% 6% D- 7% C-
Total Return 14.97% 70% C- 63% D
Trailing 12 Months  
Capital Gain 28.87% 79% B- 73% C
Dividend Return 1.14% 15% F 14% F
Total Return 30.02% 77% C+ 69% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.82% N/A N/A 63% D
Dividend Return 8.91% N/A N/A 59% D-
Total Return 1.08% N/A N/A 25% F
Risk Return Profile  
Volatility (Standard Deviation) 15.47% N/A N/A 63% D
Risk Adjusted Return 57.57% N/A N/A 74% C
Market Capitalization 0.06B 52% F 21% F

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:

There is nothing we particularly dislike