ducovest

SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 90.53

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.47M

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)

Compare
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 SPMO

OCIO ClearShares OCIO ETF 4.96 % 0.54 %

N/A

 USD 0.15B

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 38.22% 100% F 94% A
Dividend Return 0.30% 65% D 5% F
Total Return 38.52% 100% F 93% A
Trailing 12 Months  
Capital Gain 57.55% 96% N/A 92% A
Dividend Return 0.63% 46% F 7% C-
Total Return 58.18% 96% N/A 92% A
Trailing 5 Years  
Capital Gain 123.04% 80% B- 89% A-
Dividend Return 5.16% 63% D 15% F
Total Return 128.20% 80% B- 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.82% 65% D 80% B-
Dividend Return 17.67% 69% C- 79% B-
Total Return 0.85% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 21.18% 81% B- 49% F
Risk Adjusted Return 83.40% 92% A 92% A
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:
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.

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:

There is nothing we particularly dislike