ducovest

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

ETF | Large Value |

Last Closing

USD 40.92

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.37M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Large Value

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

N/A

 USD 68.08B
DGRO iShares Core Dividend Growth E..

N/A

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

N/A

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

N/A

 USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

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

N/A

 USD 5.39B
FDVV Fidelity® High Dividend ETF

N/A

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

N/A

 USD 3.37B
IWX iShares Russell Top 200 Value ..

N/A

 USD 3.06B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.46B

ETFs Containing PRF

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 %

N/A

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

N/A

 CAD 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 %

N/A

 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 1.44% 25% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.44% 25% F 60% D-
Trailing 12 Months  
Capital Gain 9.76% 36% F 70% C-
Dividend Return 1.40% 22% F 25% F
Total Return 11.16% 28% F 66% D+
Trailing 5 Years  
Capital Gain 90.59% 83% B 76% C+
Dividend Return 13.32% 24% F 36% F
Total Return 103.92% 83% B 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.01% 42% F 69% C-
Dividend Return 13.29% 27% F 67% D+
Total Return 1.28% 10% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.32% 6% D- 43% F
Risk Adjusted Return 52.49% 4% F 65% 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.