ducovest

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

ETF | Large Blend |

Last Closing

USD 50.16

Change

0.00 (0.00)%

Market Cap

USD 0.62B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

N/A

 USD 14.85B
ESGU iShares ESG Aware MSCI USA ETF

N/A

 USD 13.39B
FTCS First Trust Capital Strength E..

N/A

 USD 8.72B
VONE Vanguard Russell 1000 Index Fu..

N/A

 USD 5.45B
VTHR Vanguard Russell 3000 Index Fu..

N/A

 USD 3.27B
USMC Principal U.S. Mega-Cap ETF

N/A

 USD 2.61B
FEX First Trust Large Cap Core Alp..

N/A

 USD 1.30B
PKW Invesco BuyBack Achievers ETF

N/A

 USD 1.25B
SUSL iShares ESG MSCI USA Leaders E..

N/A

 USD 1.00B
CATH Global X S&P 500® Catholic Va..

N/A

 USD 0.99B

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 15.84% 37% F 71% C-
Dividend Return 1.29% 74% C 24% F
Total Return 17.13% 37% F 70% C-
Trailing 12 Months  
Capital Gain 15.84% 37% F 71% C-
Dividend Return 1.29% 74% C 24% F
Total Return 17.13% 37% F 70% C-
Trailing 5 Years  
Capital Gain 81.54% 74% C 83% B
Dividend Return 11.17% 95% A 42% F
Total Return 92.71% 84% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 17.18% 95% A 70% C-
Dividend Return 18.71% 100% F 71% C-
Total Return 1.54% 79% B- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.55% 53% F 79% B-
Risk Adjusted Return 100.88% 89% A- 97% N/A
Market Capitalization 0.62B 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:
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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.