ducovest

PSRF:LSE:LSE-Invesco FTSE RAFI US 1000 UCITS ETF (GBX)

ETF | US Large-Cap Value Equity |

Last Closing

USD 1588.75

Change

-30.25 (-1.87)%

Market Cap

USD 0.34B

Volume

2.26K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: GBX

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for US Large-Cap Value Equity

ETFs Containing PSRF:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.17% 60% D- 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.17% 60% D- 52% F
Trailing 12 Months  
Capital Gain 16.56% 65% D 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.56% 61% D- 65% D
Trailing 5 Years  
Capital Gain 62.06% 67% D+ 78% C+
Dividend Return 0.10% 29% F 18% F
Total Return 62.15% 67% D+ 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.47% 79% B- 78% C+
Dividend Return 12.49% 75% C 75% C
Total Return 0.02% 21% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 13.15% 21% F 61% D-
Risk Adjusted Return 94.94% 54% F 87% B+
Market Capitalization 0.34B 50% F 66% D+

Annual Financials (GBX)

Quarterly Financials (GBX)

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.