ROUS:ARCA-Hartford Multifactor U.S. Equity (USD)

ETF | Large Value | NYSE Arca

Last Closing

USD 53.58

Change

+0.24 (+0.45)%

Market Cap

USD 0.03B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor US Equity Index. The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index seeks to improve returns through a market cycle relative to traditional cap-weighted U.S. equity market indices and active U.S. equity market strategies.

Inception Date: 25/02/2015

Primary Benchmark: Hartford Risk-Optim Multif US Eq TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.21 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
WHD Cactus Inc 1.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-18 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET.. 0.07 %

+0.19 (+0.68%)

USD 68.08B
DGRO iShares Core Dividend Growth E.. 0.08 %

+0.32 (+0.50%)

USD 31.61B
FNDX Schwab Fundamental U.S. Large .. 0.25 %

+0.05 (+0.20%)

USD 18.18B
SCHV Schwab U.S. Large-Cap Value ET.. 0.04 %

+0.09 (+0.33%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High .. 0.08 %

N/A

USD 6.82B
VOOV Vanguard S&P 500 Value Index F.. 0.15 %

+1.01 (+0.53%)

USD 5.39B
FDVV Fidelity® High Dividend ETF 0.30 %

+0.27 (+0.52%)

USD 4.83B
SPHD Invesco S&P 500® High Dividen.. 0.30 %

+0.21 (+0.42%)

USD 3.37B
LRGF iShares U.S. Equity Factor ETF 0.20 %

-0.01 (-0.02%)

USD 2.46B
IWX iShares Russell Top 200 Value .. 0.20 %

+0.31 (+0.37%)

USD 2.46B

ETFs Containing ROUS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.29% 63% D 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.29% 63% D 68% D+
Trailing 12 Months  
Capital Gain 17.60% 64% D 71% C-
Dividend Return 1.16% 6% D- 19% F
Total Return 18.76% 52% F 69% C-
Trailing 5 Years  
Capital Gain 54.05% 75% C 74% C
Dividend Return 9.82% 8% B- 31% F
Total Return 63.88% 71% C- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.96% 63% D 71% C-
Dividend Return 14.69% 54% F 70% C-
Total Return 1.73% 31% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 14.74% 71% C- 67% D+
Risk Adjusted Return 99.68% 73% C 95% A
Market Capitalization 0.03B 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:
Below median total returns

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