Invesco RAFI Potential Upside
| IUS ETF | | | USD 63.56 -0.50 -0.78% |
Potential Upside is the amount of upward price movement an investor or an analyst expects of a particular equity instrument. Below is Invesco RAFI's current Potential Upside with peer comparisons and related risk metrics.
Current Potential Upside Value
The current Potential Upside of 1.54 places Invesco RAFI at modest estimated upside from current levels. Invesco RAFI trades near but slightly below the model-derived fair value estimate.
Potential Upside | = | 1PM2PM |
| = | 1.54 | |
| 1PM | = | First upper moment |
| 2PM | = | Second upper moment |
Potential Upside Peers Comparison
Invesco RAFI's Potential Upside of 1.54 falls below the 1.94 peer average. Values range from 0.7362 (iShares Core Conservative) to 3.1 (Invesco DWA SmallCap), with wide dispersion across the group. Invesco RAFI shows less estimated upside from current levels than the peer average.
Potential Upside Relative To Other Indicators
The chart below plots Potential Upside against Maximum Drawdown for Invesco RAFI and its peers. Each point represents one equity — position along the horizontal axis shows Potential Upside while the vertical axis shows Maximum Drawdown. Equities that cluster in different quadrants carry distinct risk-return profiles. Use the dropdowns to swap in other indicators for either axis.
Comparing Potential Upside (
1.54 ) to Maximum Drawdown (
2.96 ) for Invesco RAFI yields a
1.91 multiple. This indicates Maximum Drawdown moderately exceeds Potential Upside for Invesco RAFI.
Methodology, Assumptions & Data Sources
Invesco RAFI has a current Potential Upside reading of 1.54. Invesco RAFI's Potential Upside is computed from historical closing prices over the selected time horizon, applying the indicator's defined mathematical transformation to raw price data. All inputs are based on exchange-reported closing prices, with adjustments for stock splits, dividends, and other corporate actions. Indicator accuracy depends on data continuity across the calculation period. Gaps in trading history may affect the output.
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