ducovest

PSRW:LSE:LSE-Invesco FTSE RAFI All World 3000 UCITS ETF (GBX)

ETF | Global Large-Cap Value Equity |

Last Closing

USD 1556

Change

-31.25 (-1.97)%

Market Cap

USD 0.07B

Volume

0.04M

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 Global Large-Cap Value Equity

ETFs Containing PSRW:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Large-Cap Value Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.03% 38% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.03% 38% F 32% F
Trailing 12 Months  
Capital Gain 10.24% 78% C+ 53% F
Dividend Return 0.01% 25% F 1% F
Total Return 10.24% 78% C+ 50% F
Trailing 5 Years  
Capital Gain 38.28% 60% D- 66% D+
Dividend Return 0.01% 100% F 1% F
Total Return 38.29% 60% D- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.15% 50% F 69% C-
Dividend Return 9.15% 50% F 65% D
Total Return 0.00% 25% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 13.65% 60% D- 60% D-
Risk Adjusted Return 67.05% 70% C- 71% C-
Market Capitalization 0.07B 33% F 40% F

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:

There is nothing we particularly like

What to not like:
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.

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.