PRF:NYE-Invesco FTSE RAFI US 1000 ETF (USD)

ETF | Large Value |

Last Closing

USD 40.54

Change

+0.05 (+0.12)%

Market Cap

N/A

Volume

0.29M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-08 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.06 (+0.22%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.13 (+0.21%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

+0.01 (+0.04%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

+0.03 (+0.11%)

USD 11.65B
SPYD SPDR® Portfolio S&P 500 High ..

-0.01 (-0.02%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

+0.14 (+0.08%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.06 (+0.12%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

N/A

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

+0.12 (+0.20%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.05 (+0.06%)

USD 2.28B

ETFs Containing PRF

PXU-F:CA Invesco FTSE RAFI U.S. In.. 100.25 % 0.00 %

-0.18 (0%)

CAD 0.05B
PXG.U:CA 45.19 % 0.57 %

N/A

N/A
PXG:CA 0.00 % 0.59 %

N/A

N/A
PXS Pyxis Tankers Inc 0.00 % 0.52 %

+0.06 (+0%)

USD 0.04B
PXS:CA Invesco FTSE RAFI U.S. In.. 0.00 % 0.52 %

-0.14 (0%)

CAD 0.04B
SUSA:CA 0.00 % 0.74 %

N/A

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

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.50% 71% C- 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.50% 71% C- 56% F
Trailing 12 Months  
Capital Gain 15.17% 70% C- 71% C-
Dividend Return 1.48% 22% F 23% F
Total Return 16.65% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 59.81% 83% B 78% C+
Dividend Return 11.28% 20% F 36% F
Total Return 71.08% 81% B- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 11.93% 48% F 69% C-
Dividend Return 13.22% 29% F 66% D+
Total Return 1.28% 10% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 25.37% 6% D- 43% F
Risk Adjusted Return 52.09% 4% F 66% D+
Market Capitalization N/A N/A N/A N/A N/A

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.