RAFE
+2.73 · +6.79%
$42.89 · NYSE ARCA

PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF (RAFE) ETF Analysis | Large Value

PIMCO · USA
AUM:$131.1M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is RAFE?

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RAFE delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$131.1M
Expense Ratio0.29%
Dividend Yield1.64%
Holdings48
Inception DateDec 2019
Domicile–
Distribution–
Index–
ProviderPIMCO
Beta0.94
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would RAFE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.9%
1Y
+29.1%
3Y
+75.2%
5Y
+74.4%
OpenBook InsightIf you had invested £10,000 in RAFE 5 years ago, it would have grown to £17,437 — a gain of £7,437.

Annual Returns

Calendar year performance

RAFE delivered positive returns in 4 of the last 5 calendar years.
YearRAFE
2026 YTD+20.1%
2025+18.2%
2024+14.0%
2023+18.5%
2022-14.7%
CAGR 4yr+8.0%
4/5 positive yearsAvg return: +11.2%Worst year: -14.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.6%
Low
Momentum
+5.8%
30-day change
Support Level
48.83
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.