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

ETF | Large Value |

Last Closing

USD 42

Change

+0.42 (+1.01)%

Market Cap

N/A

Volume

0.38M

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: 2025-01-21 )

Largest Industry Peers for Large Value

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

+0.23 (+0.82%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.52 (+0.83%)

USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

+0.22 (+0.90%)

USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

+0.33 (+1.23%)

USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

+0.35 (+0.80%)

USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

+1.46 (+0.78%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.37 (+0.73%)

USD 4.50B
SPHD Invesco S&P 500® High Dividen..

+0.34 (+0.70%)

USD 3.31B
LRGF iShares U.S. Equity Factor ETF

+0.48 (+0.78%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

+1.00 (+1.22%)

USD 2.28B

ETFs Containing PRF

PXS:CA Invesco FTSE RAFI U.S. In.. 99.40 % 0.52 %

+0.26 (+0%)

CAD 0.03B
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 %

-0.07 (0%)

USD 0.04B
SUSA:CA 0.00 % 0.74 %

N/A

N/A
PXU-F:CA Invesco FTSE RAFI U.S. In.. 0.00 % 0.00 %

-0.23 (0%)

CAD 0.05B
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 4.12% 71% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.12% 71% C- 68% D+
Trailing 12 Months  
Capital Gain 18.71% 80% B- 71% C-
Dividend Return 1.47% 24% F 24% F
Total Return 20.18% 64% D 69% C-
Trailing 5 Years  
Capital Gain 63.42% 85% B 77% C+
Dividend Return 11.13% 20% F 36% F
Total Return 74.56% 87% B+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.01% 46% F 69% C-
Dividend Return 13.29% 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 52.40% 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.