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

ETF | Others |

Last Closing

USD 37.1339

Change

-0.37 (-0.99)%

Market Cap

USD 0.06B

Volume

1.56K

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)

Compare
Relative Returns (From:    To: 2024-10-21 )

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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 14.18% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.18% 68% D+ 68% D+
Trailing 12 Months  
Capital Gain 30.70% 72% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.70% 72% 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 8.22% 85% B 63% D
Dividend Return 9.31% 85% B 60% D-
Total Return 1.09% 48% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 15.60% 24% F 64% D
Risk Adjusted Return 59.68% 72% C 76% C+
Market Capitalization 0.06B 52% F 22% 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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.