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Invesco RAFI Strategic US ETF (IUS)

47.87 -0.62 (-1.27%)
As of 2:50 PM EDT. Market Open.

ETF Summary

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The Adviser employs a "full replication" methodology in seeking to track the underlying index, meaning that the fund generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is designed to measure the performance of equity securities of U.S. companies that tend to have larger, higher quality businesses.

Risk Overview

Performance & Risk

YTD Return 12.82%
5y Average Return 15.82%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IUSCategory AverageIUSCategory AverageIUSCategory Average
Alpha 1.73 -0.46 1.29 -2.6 0 -2.82
BETA 0.9 0.83 0.97 0.93 0 0.94
Mean Annual Return 0.96 0.74 1.44 1.08 0 0.82
R-squared 93 77.44 93.09 81.09 0 82.94
Standard Deviation 16.52 16.81 18.04 18.68 0 15.73
Sharpe Ratio 0.48 0.32 0.82 0.56 0 0.52
Treynor Ratio 7.8 5 14.94 10 0 7.83

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