ducovest

PWB:NYE-Invesco Dynamic Large Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 98.1625

Change

0.00 (0.00)%

Market Cap

N/A

Volume

7.19K

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: 2024-09-21 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

N/A

 USD 31.77B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 12.93B
IWY iShares Russell Top 200 Growth..

N/A

 USD 11.51B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.33B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.11B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.05B
QGRO American Century U.S. Quality ..

N/A

 USD 0.88B
SFY SoFi Select 500

N/A

 USD 0.86B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.34B
GVIP Goldman Sachs Hedge Industry V..

N/A

 USD 0.30B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.34% 88% B+ 88% B+
Dividend Return 0.01% 4% F 1% F
Total Return 26.35% 83% B 86% B+
Trailing 12 Months  
Capital Gain 44.18% 92% A 88% B+
Dividend Return 0.16% 8% B- 2% F
Total Return 44.34% 92% A 87% B+
Trailing 5 Years  
Capital Gain 101.77% 60% D- 86% B+
Dividend Return 1.00% 4% F 3% F
Total Return 102.77% 56% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.01% 54% F 78% C+
Dividend Return 15.17% 42% F 75% C
Total Return 0.16% 4% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 21.88% 77% C+ 47% F
Risk Adjusted Return 69.34% 50% F 84% B
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.