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

ETF | US Large-Cap Value Equity |

Last Closing

USD 1294.5

Change

-14.50 (-1.11)%

Market Cap

USD 0.27B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2020-04-08 )

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 -18.38% 64% D 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.38% 64% D 54% F
Trailing 12 Months  
Capital Gain -11.46% 67% D+ 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.46% 63% D 54% F
Trailing 5 Years  
Capital Gain 25.53% 69% C- 77% C+
Dividend Return 0.09% 25% F 17% F
Total Return 25.61% 62% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 12.73% 79% B- 78% C+
Dividend Return 12.75% 75% C 75% C
Total Return 0.02% 21% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 13.20% 21% F 61% D-
Risk Adjusted Return 96.56% 54% F 87% B+
Market Capitalization 0.27B 54% 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.