(AVSU) American Century Trust - Ratings and Ratios
Stocks, Equities, US Companies, Large Cap, Blend
Description: AVSU American Century Trust
The Avantis Responsible U.S. Equity ETF (AVSU) is an actively managed exchange-traded fund that focuses on investing in a diversified portfolio of U.S. companies across various market sectors and industry groups, without limiting itself to specific market capitalizations. The funds portfolio management team applies a rigorous ESG (Environmental, Social, and Governance) screening process to exclude companies that fail to meet certain sustainability and responsibility standards.
From a quantitative perspective, key performance indicators (KPIs) for AVSU could include metrics such as tracking error, information ratio, and ESG ratings. The funds ESG screening process is likely to result in a portfolio with a higher ESG rating compared to its benchmark, potentially leading to a lower carbon footprint and improved governance. Other relevant KPIs could include the funds Sharpe ratio, beta, and dividend yield, which can provide insights into its risk-adjusted performance and income generation capabilities.
In terms of its investment strategy, AVSUs portfolio management team is likely employing a combination of quantitative and qualitative factors to identify companies with strong ESG profiles and attractive investment prospects. The teams ability to effectively screen out companies with poor ESG characteristics and identify those with strong sustainability credentials will be critical to the funds long-term performance. By focusing on companies with robust ESG practices, AVSU may be better positioned to mitigate potential risks and capitalize on opportunities arising from the growing trend towards sustainable investing.
AVSU ETF Overview
Market Cap in USD | 416m |
Category | Large Blend |
TER | 0.15% |
IPO / Inception | 2022-03-15 |
AVSU ETF Ratings
Growth Rating | 74.0% |
Fundamental | - |
Dividend Rating | 54.6% |
Return 12m vs S&P 500 | -2.30% |
Analyst Rating | - |
AVSU Dividends
Dividend Yield 12m | 1.20% |
Yield on Cost 5y | 1.67% |
Annual Growth 5y | 21.09% |
Payout Consistency | 100.0% |
Payout Ratio | % |
AVSU Growth Ratios
Growth Correlation 3m | 94.9% |
Growth Correlation 12m | 43.5% |
Growth Correlation 5y | 91.7% |
CAGR 5y | 18.35% |
CAGR/Max DD 3y | 0.91 |
CAGR/Mean DD 3y | 8.88 |
Sharpe Ratio 12m | 0.78 |
Alpha | 0.21 |
Beta | 0.868 |
Volatility | 10.75% |
Current Volume | 19.1k |
Average Volume 20d | 4.7k |
Stop Loss | 71.1 (-3.1%) |
Signal | 0.62 |
What is the price of AVSU shares?
Over the past week, the price has changed by +1.06%, over one month by +2.75%, over three months by +10.33% and over the past year by +16.16%.
Is American Century Trust a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AVSU is around 73.32 USD . This means that AVSU is currently overvalued and has a potential downside of -0.04%.
Is AVSU a buy, sell or hold?
What are the forecasts/targets for the AVSU price?
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 82.3 | 12.2% |
Last update: 2025-09-11 04:32
AVSU Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.08
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 415.9m USD (415.9m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 415.9m)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 415.9m / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(415.9m)/V(0.0) * Re(9.21%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.21% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for AVSU ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle