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

ETF | Others |

Last Closing

USD 36.21

Change

+0.12 (+0.33)%

Market Cap

USD 0.08B

Volume

0.02M

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: 2025-01-14 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.12 (-0.67%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.23 (+0.40%)

USD 37.29B
DFAC Dimensional U.S. Core Equity 2..

+0.21 (+0.61%)

USD 32.64B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 30.12B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 28.05B
DTB DTE Energy Company 2020 Series

+0.07 (+0.40%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+2.31 (+3.11%)

USD 21.47B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 16.68B
AVUV Avantis® U.S. Small Cap Value..

+1.86 (+1.95%)

USD 15.39B
DFUS Dimensional U.S. Equity ETF

+0.17 (+0.27%)

USD 12.89B

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 -0.39% 49% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.39% 49% F 48% F
Trailing 12 Months  
Capital Gain 12.03% 61% D- 63% D
Dividend Return 1.49% 30% F 23% F
Total Return 13.51% 60% D- 59% D-
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 9.40% 84% B 63% D
Dividend Return 10.57% 84% B 60% D-
Total Return 1.17% 54% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 15.75% 25% F 65% D
Risk Adjusted Return 67.12% 74% C 79% B-
Market Capitalization 0.08B 55% F 25% 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:
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.