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

ETF | Others |

Last Closing

USD 34.18

Change

+0.36 (+1.06)%

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)

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Relative Returns (From:    To: 2025-04-23 )

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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 -5.97% 38% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.97% 37% F 41% F
Trailing 12 Months  
Capital Gain 0.88% 47% F 53% F
Dividend Return 0.91% 24% F 18% F
Total Return 1.80% 36% F 43% F
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 9.92% 85% B 68% D+
Dividend Return 11.18% 86% B+ 65% D
Total Return 1.26% 54% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 15.58% 24% F 63% D
Risk Adjusted Return 71.77% 76% C+ 82% B
Market Capitalization 0.08B 54% F 24% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.