(APUE) ActivePassive U.S. Equity - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 2.506m USD | Total Return: 28% in 12m

Common Stocks, Equity Securities, Index Tracking
Total Rating 60
Safety 42
Buy Signal -0.15
Large Blend
Category Rotation: -9.4
TER: 0.33%
AUM: 2.51B
Avg Turnover: 3.88M
Risk 3d forecast
Volatility16.6%
VaR 5th Pctl3.09%
VaR vs Median3.51%
Reward TTM
Sharpe Ratio1.69
Rel. Str. IBD59.2
Rel. Str. Peer Group64.7
Character TTM
Beta0.988
Beta Downside0.992
Hurst Exponent0.509
Drawdowns 3y
Max DD18.83%
CAGR/Max DD1.14
CAGR/Mean DD10.01

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: APUE ActivePassive U.S. Equity

The ActivePassive U.S. Equity ETF (APUE) is an actively managed fund that combines active management with passive index tracking. The fund seeks to outperform the CRSP U.S. Total Market Index by investing at least 80% of its assets in U.S. equity securities included within that benchmark. This hybrid strategy aims to balance the cost-efficiency of indexing with the potential alpha generation of active selection.

The ETF operates within the Large Blend category, focusing on a broad spectrum of U.S. companies across various sectors to minimize concentration risk. Unlike pure index funds, active ETFs allow managers to adjust weightings based on market volatility or fundamental analysis, a model designed to mitigate the tracking error inherent in traditional passive vehicles. Investors can find further data on these underlying holdings by visiting ValueRay.

Headlines to Watch Out For
  • Fed interest rate trajectory shifts broad U.S. equity market valuations
  • Active management alpha generation relative to CRSP Total Market Index
  • Expense ratio competitiveness influences net fund flows and AUM growth
  • Domestic macroeconomic indicators impact underlying large-cap constituent earnings performance
What is the price of APUE shares?

As of June 20, 2026, the stock is trading at USD 46.07 with a total of 61,337 shares traded.
Over the past week, the price has changed by +1.54%, over one month by +2.06%, over three months by +13.75% and over the past year by +28.04%.

Is APUE a buy, sell or hold?

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