ducovest

RWJ:NYE-Invesco S&P SmallCap 600 Revenue ETF (USD)

ETF | Small Value |

Last Closing

USD 45.58

Change

-0.44 (-0.96)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

-1.73 (-0.86%)

 USD 29.87B
IJS iShares S&P Small-Cap 600 Valu..

-1.24 (-1.14%)

 USD 7.07B
DES WisdomTree U.S. SmallCap Divid..

-0.38 (-1.09%)

 USD 2.01B
XSVM Invesco S&P SmallCap Value wit..

-0.84 (-1.50%)

 USD 0.80B
XSLV Invesco S&P SmallCap Low Volat..

-0.51 (-1.04%)

 USD 0.32B
RFV Invesco S&P MidCap 400® Pure ..

-1.13 (-0.95%)

 N/A
VIOV Vanguard S&P Small-Cap 600 Val..

-1.20 (-1.28%)

 N/A
FDM First Trust Dow Jones Select M..

-0.89 (-1.37%)

 N/A
RZV Invesco S&P SmallCap 600® Pur..

-1.21 (-1.10%)

 N/A
PXSV Invesco S&P SmallCap Value wit..

N/A

 N/A

ETFs Containing RWJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.02% 91% A- 58% F
Dividend Return 0.63% 27% F 14% F
Total Return 10.65% 91% A- 51% F
Trailing 12 Months  
Capital Gain 24.84% 83% B 71% C-
Dividend Return 1.17% 33% F 16% F
Total Return 26.01% 83% B 67% D+
Trailing 5 Years  
Capital Gain 112.79% 100% F 88% B+
Dividend Return 6.13% 33% F 19% F
Total Return 118.93% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 25.69% 100% F 87% B+
Dividend Return 26.42% 100% F 86% B+
Total Return 0.73% 25% F 16% F
Risk Return Profile  
Volatility (Standard Deviation) 48.55% 8% B- 19% F
Risk Adjusted Return 54.40% 67% D+ 72% C
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.