APUE ETF Analysis: ActivePassive U.S. Equity | NYSE

Large Blend | NYSE, USA | Market Cap: 2.514m USD | 12M Return: 16.9% | US89834G7299 | Charts, Fundamentals & Technical Analysis

Equities, Large Cap, Mid Cap, Total Market
Total Rating 58
Safety 58
Buy Signal 0.18
Large Blend
Category Rotation: +7.2
TER: 0.33%
AUM: 2.51B
Avg Turnover: 4.84M
Risk 3d forecast
Volatility10.9%
VaR 5th Pctl2.03%
VaR vs Median3.21%
Reward TTM
Sharpe Ratio0.95
Rel. Str. IBD65.1
Rel. Str. Peer Group60.6
Character TTM
Beta0.981
Beta Downside0.972
Hurst Exponent0.500
Drawdowns 3y
Max DD18.83%
CAGR/Max DD1.22
CAGR/Mean DD12.10

Warnings

No concerns identified

Tailwinds

Shakeout

Seasonality 3.4 years of data

Jan +0.2% 0
Feb -3.3% 42
Mar -7.1% 45
Apr +2.6% 0
May +2.7% 42
Jun +0.0% 11
Jul -0.6% 13
Aug +0.6% 13
Sep +0.0% 0
Oct -1.8% 30
Nov +1.0% 0
Dec -3.4% 34

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: APUE ActivePassive U.S. Equity

The ActivePassive U.S. Equity ETF (APUE) is an actively-managed exchange-traded fund that employs a hybrid approach, blending active and passive investment strategies. The fund seeks to optimize costs, tracking accuracy, and potential returns relative to its benchmark, the CRSP U.S. Total Market Index. Under normal market conditions, it invests at least 80% of its net assets in equity securities of U.S. companies included in that benchmark.

As a hybrid active-passive ETF, APUE belongs to a growing segment of funds that attempt to combine the lower expense ratios of passive index investing with the flexibility and selectivity of active management. Its benchmark, the CRSP U.S. Total Market Index, is a broad market index maintained by the Center for Research in Security Prices at the University of Chicago and is designed to represent the entire U.S. equity market across all capitalizations.

Headlines to Watch Out For
  • AUM growth driven by retail and institutional inflows
  • Expense ratio pressure intensifies from competing low-cost ETFs
  • U.S. equity market rally lifts NAV and investor inflows
What is the price of APUE shares?

As of October 05, 2026, the stock is trading at USD 47.51 with a total of 90,164 shares traded. Over the past week, the price has changed by -0.04%, over one month by +0.76%, over three months by +3.06% and over the past year by +16.93%.

Current recommended Stop Loss: 47.00 (which is 1.1% or 1.3 ATR below the current price).

Is APUE a buy, sell or hold?

ActivePassive U.S. Equity has no consensus analysts rating.