PUI:NSD-Invesco DWA Utilities Momentum ETF (USD)

ETF | Utilities |

Last Closing

USD 40.5552

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

2.38K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the utilities 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: 2024-10-20 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
PSCU Invesco S&P SmallCap Utilities..

N/A

USD 0.02B
YLCO Global X YieldCo & Renewable E..

N/A

N/A

ETFs Containing PUI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.09% 100% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.09% 100% F 70% C-
Trailing 12 Months  
Capital Gain 36.87% 100% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.87% 100% F 64% D
Trailing 5 Years  
Capital Gain 17.18% 100% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.18% 100% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 2.23% 67% D+ 47% F
Dividend Return 3.75% 67% D+ 48% F
Total Return 1.52% 100% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 10.60% 100% F 87% B+
Risk Adjusted Return 35.38% 100% F 67% D+
Market Capitalization 0.06B 100% F 30% F

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike