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

ETF | Large Growth |

Last Closing

USD 98.91

Change

+0.21 (+0.21)%

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: 2024-09-26 )

Largest Industry Peers for Large Growth

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

+0.29 (+0.28%)

USD 32.57B
VONG Vanguard Russell 1000 Growth I..

+0.01 (+0.01%)

USD 22.24B
VOOG Vanguard S&P 500 Growth Index ..

+1.17 (+0.34%)

USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.33 (+0.15%)

USD 11.69B
SPGP Invesco S&P 500 GARP ETF

+0.88 (+0.85%)

USD 4.27B
FV First Trust Dorsey Wright Focu..

+1.01 (+1.75%)

USD 3.72B
QQEW First Trust NASDAQ-100 Equal W..

+1.44 (+1.16%)

USD 1.94B
JMOM JPMorgan U.S. Momentum Factor ..

+0.28 (+0.49%)

USD 1.26B
FTC First Trust Large Cap Growth A..

+0.75 (+0.57%)

USD 1.15B
FQAL Fidelity® Quality Factor ETF

+0.34 (+0.53%)

USD 1.05B

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 27.30% 86% B+ 88% B+
Dividend Return 0.01% 4% F 1% F
Total Return 27.31% 86% B+ 87% B+
Trailing 12 Months  
Capital Gain 45.29% 93% A 89% A-
Dividend Return 0.16% 10% F 2% F
Total Return 45.45% 93% A 88% B+
Trailing 5 Years  
Capital Gain 105.85% 67% D+ 87% B+
Dividend Return 1.01% 7% C- 3% F
Total Return 106.86% 63% D 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.