ducovest

PBJ:NYE-Invesco Dynamic Food & Beverage ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 47.8209

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.88K

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: 2024-10-20 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

N/A

 USD 17.33B
FSTA Fidelity® MSCI Consumer Stapl..

N/A

 USD 1.22B
KXI iShares Global Consumer Staple..

N/A

 USD 0.74B
FXG First Trust Consumer Staples A..

N/A

 USD 0.41B
IYK iShares US Consumer Staples ET..

N/A

 N/A
RHS Invesco S&P 500® Equal Weight..

N/A

 N/A
VDC Vanguard Consumer Staples Inde..

N/A

 N/A

ETFs Containing PBJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.29% 50% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.29% 50% F 46% F
Trailing 12 Months  
Capital Gain 17.84% 50% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.84% 50% F 51% F
Trailing 5 Years  
Capital Gain 41.40% 88% B+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 41.40% 88% B+ 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.95% 75% C 67% D+
Dividend Return 10.98% 75% C 64% D
Total Return 1.03% 13% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 12.98% 38% F 71% C-
Risk Adjusted Return 84.63% 50% F 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:

There is nothing we particularly like

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.