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

Large Blend | NYSE, USA | Market Cap: 2.429m USD | 12M Return: 18.7% | Charts, Fundamentals & Technical Analysis

U.S. Equities, Large Cap, Blend Strategy, Total Market
Total Rating 58
Safety 50
Buy Signal -0.23
Large Blend
Category Rotation: -1.2
TER: 0.33%
AUM: 2.43B
Avg Turnover: 4.61M
Risk 3d forecast
Volatility12.9%
VaR 5th Pctl2.40%
VaR vs Median3.64%
Reward TTM
Sharpe Ratio1.07
Rel. Str. IBD49.9
Rel. Str. Peer Group68.7
Character TTM
Beta0.993
Beta Downside0.996
Hurst Exponent0.487
Drawdowns 3y
Max DD18.83%
CAGR/Max DD1.01
CAGR/Mean DD8.74

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3.1 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 -0.1% 0
Aug -0.0% 0
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

ActivePassive U.S. Equity ETF (APUE) is an actively-managed ETF listed on the NYSE that employs a hybrid strategy combining active and passive investment approaches to balance cost efficiency, benchmark tracking, and return potential. The fund tracks the CRSP U.S. Total Market Index, which is maintained by the Center for Research in Security Prices (CRSP) at the University of Chicago and covers the broad U.S. equity market. Under normal market conditions, at least 80% of the funds net assets are invested in equity securities of U.S. companies included in this benchmark.

Launched on May 2, 2023, APUE is classified as a Large Blend ETF and operates with a mid-cap market capitalization of approximately $2.5 billion. As an ETF, it trades on an exchange like a stock, offering investors intraday liquidity and the diversification benefits of a broad market index alongside active management oversight.

Headlines to Watch Out For
  • CRSP U.S. Total Market Index performance drives fund tracking
  • Net asset flows shift as investors rotate between active and passive strategies
  • Expense ratio competition from Vanguard and iShares pressures margins
What is the price of APUE shares?

As of July 28, 2026, the stock is trading at USD 45.66 with a total of 71,895 shares traded. Over the past week, the price has changed by -0.39%, over one month by -0.47%, over three months by +3.87% and over the past year by +18.71%.

Current recommended Stop Loss: 45.00 (which is 1.4% or 1.5 ATR below the current price).

Is APUE a buy, sell or hold?

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