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

ETF | Large Growth |

Last Closing

USD 98.65

Change

+0.16 (+0.16)%

Market Cap

N/A

Volume

0.01M

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: 2024-09-24 )

Largest Industry Peers for Large Growth

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

+0.43 (+0.42%)

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

+1.96 (+0.57%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.94 (+0.43%)

USD 11.51B
SPGP Invesco S&P 500 GARP ETF

+0.23 (+0.22%)

USD 4.27B
JMOM JPMorgan U.S. Momentum Factor ..

+0.04 (+0.07%)

USD 1.26B
QQQE Direxion NASDAQ-100 Equal Weig..

+0.11 (+0.12%)

USD 1.20B
FQAL Fidelity® Quality Factor ETF

+0.23 (+0.35%)

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

+0.29 (+0.32%)

USD 0.89B
SFY SoFi Select 500

+0.14 (+0.68%)

USD 0.87B
BIBL Northern Lights Fund Trust IV ..

+0.21 (+0.51%)

USD 0.34B

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 26.96% 88% B+ 88% B+
Dividend Return 0.01% 4% F 1% F
Total Return 26.97% 84% B 86% B+
Trailing 12 Months  
Capital Gain 46.50% 92% A 88% B+
Dividend Return 0.16% 12% F 2% F
Total Return 46.66% 92% A 87% B+
Trailing 5 Years  
Capital Gain 103.03% 62% D 86% B+
Dividend Return 1.00% 8% B- 3% F
Total Return 104.02% 58% F 84% 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.