PTF:NSD-Invesco DWA Technology Momentum ETF (USD)

ETF | Technology |

Last Closing

USD 62.26

Change

0.00 (0.00)%

Market Cap

USD 0.45B

Volume

8.10K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the technology sector that have powerful relative strength or momentum characteristics.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

ETFs Containing PTF

DWTR 0.00 % 0.15 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.26% 85% B 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.26% 85% B 81% B-
Trailing 12 Months  
Capital Gain 43.69% 85% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.69% 85% B 82% B
Trailing 5 Years  
Capital Gain 157.24% 90% A- 89% A-
Dividend Return 0.15% 6% D- 1% F
Total Return 157.38% 85% B 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 22.73% 75% C 80% B-
Dividend Return 22.75% 75% C 79% B-
Total Return 0.02% 6% D- 1% F
Risk Return Profile  
Volatility (Standard Deviation) 37.52% 35% F 49% F
Risk Adjusted Return 60.62% 75% C 84% B
Market Capitalization 0.45B 63% D 59% D-

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.