PZA:NYE-Invesco National AMT-Free Municipal Bond ETF (USD)

ETF | Muni National Long |

Last Closing

USD 24.1

Change

-0.02 (-0.08)%

Market Cap

N/A

Volume

0.77M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Muni National Long

Symbol Name Price(Change) Market Cap
RVNU Xtrackers Municipal Infrastruc..

-0.05 (-0.19%)

USD 0.14B
FLMB Franklin Liberty Federal Tax-F..

-0.02 (-0.08%)

USD 0.11B
TFI SPDR® Nuveen Bloomberg Munici..

-0.01 (-0.02%)

N/A

ETFs Containing PZA

FWDB 0.00 % 0.95 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Long) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.33% 50% F 25% F
Dividend Return 2.09% 75% C 45% F
Total Return 1.76% 50% F 25% F
Trailing 12 Months  
Capital Gain 5.79% 75% C 34% F
Dividend Return 3.03% 100% F 45% F
Total Return 8.82% 75% C 32% F
Trailing 5 Years  
Capital Gain -9.23% 25% F 33% F
Dividend Return 9.18% 50% F 32% F
Total Return -0.05% 25% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.63% 25% F 24% F
Dividend Return -0.92% 25% F 20% F
Total Return 1.71% 25% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 7.61% 75% C 84% B
Risk Adjusted Return -12.15% 25% F 18% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.