PHB:NYE-Invesco Fundamental High Yield® Corporate Bond ETF (USD)

ETF | High Yield Bond |

Last Closing

USD 18.45

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

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: 2024-10-20 )

ETFs Containing PHB

ADFI 20.05 % 0.00 %

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PFH-F:CA Invesco Fundamental High .. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (High Yield Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.77% 29% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.77% 29% F 41% F
Trailing 12 Months  
Capital Gain 9.30% 65% D 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.30% 65% D 40% F
Trailing 5 Years  
Capital Gain -2.74% 88% B+ 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.74% 88% B+ 48% F
Average Annual (5 Year Horizon)  
Capital Gain -0.35% 82% B 32% F
Dividend Return 2.42% 41% F 36% F
Total Return 2.77% 6% D- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 9.06% 29% F 81% B-
Risk Adjusted Return 26.71% 29% F 44% F
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 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.

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.