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

ETF | Large Value |

Last Closing

USD 41.08

Change

+0.33 (+0.81)%

Market Cap

N/A

Volume

0.31M

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: 2025-03-05 )

Largest Industry Peers for Large Value

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

+0.13 (+0.47%)

USD 68.08B
DGRO iShares Core Dividend Growth E..

+0.44 (+0.70%)

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

+0.18 (+0.75%)

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

+0.21 (+0.79%)

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

+0.14 (+0.32%)

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

+1.53 (+0.82%)

USD 5.39B
FDVV Fidelity® High Dividend ETF

+0.41 (+0.82%)

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

+0.17 (+0.34%)

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

+0.61 (+1.02%)

USD 2.46B
IWX iShares Russell Top 200 Value ..

+0.55 (+0.67%)

USD 2.46B

ETFs Containing PRF

PXU-F:CA Invesco FTSE RAFI U.S. In.. 100.52 % 0.00 %

-1.15 (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 %

-0.08 (0%)

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

-0.80 (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 1.83% 44% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.83% 44% F 60% D-
Trailing 12 Months  
Capital Gain 10.76% 48% F 70% C-
Dividend Return 1.40% 22% F 25% F
Total Return 12.16% 38% F 65% D
Trailing 5 Years  
Capital Gain 83.56% 83% B 77% C+
Dividend Return 12.78% 24% F 37% F
Total Return 96.34% 87% B+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.11% 44% F 69% C-
Dividend Return 13.39% 27% F 67% D+
Total Return 1.28% 10% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.36% 6% D- 43% F
Risk Adjusted Return 52.80% 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.