Invesco Rafi Index Etf Performance
| PXS Etf | CAD 56.42 0.26 0.46% |
The etf retains a Market Volatility (i.e., Beta) of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco RAFI's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco RAFI is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco RAFI Index are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Invesco RAFI is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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3 | Risk-Controlled Trading Report - news.stocktradersdaily.com | 11/04/2025 |
4 | Trading Performance and Risk Management - news.stocktradersdaily.com | 12/09/2025 |
5 | Where are the Opportunities in - news.stocktradersdaily.com | 12/18/2025 |
Invesco |
Invesco RAFI Relative Risk vs. Return Landscape
If you would invest 5,411 in Invesco RAFI Index on September 20, 2025 and sell it today you would earn a total of 231.00 from holding Invesco RAFI Index or generate 4.27% return on investment over 90 days. Invesco RAFI Index is generating 0.0679% of daily returns assuming 0.7278% volatility of returns over the 90 days investment horizon. Simply put, 6% of all etfs have less volatile historical return distribution than Invesco RAFI, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco RAFI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco RAFI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco RAFI Index, and traders can use it to determine the average amount a Invesco RAFI's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0933
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Invesco RAFI is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco RAFI by adding it to a well-diversified portfolio.
Invesco RAFI Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco RAFI, and Invesco RAFI fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Price To Earning | 17.83 X | |||
About Invesco RAFI Performance
By examining Invesco RAFI's fundamental ratios, stakeholders can obtain critical insights into Invesco RAFI's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Invesco RAFI is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the FTSE RAFI US 1000 Index, or any successor thereto, on an unhedged basis, in the case of any unhedged units, or on a hedged basis, in the case of any hedged units. INVESCO FTSE is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Where are the Opportunities in - news.stocktradersdaily.com | |
| The fund maintains 99.82% of its assets in stocks |
Other Information on Investing in Invesco Etf
Invesco RAFI financial ratios help investors to determine whether Invesco Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco RAFI security.