PWV:NYE-Invesco Dynamic Large Cap Value ETF (USD)

ETF | Large Value |

Last Closing

USD 59.6963

Change

0.00 (0.00)%

Market Cap

USD 1.02B

Volume

0.02M

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 large-capitalization U.S. stocks with strong value characteristics that the index provider includes principally on the basis of their capital appreciation potential.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

ETFs Containing PWV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.65% 62% D 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.65% 62% D 72% C
Trailing 12 Months  
Capital Gain 30.86% 50% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.86% 50% F 69% C-
Trailing 5 Years  
Capital Gain 54.69% 60% D- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 54.69% 62% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.42% 65% D 70% C-
Dividend Return 13.04% 48% F 69% C-
Total Return 1.62% 23% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 15.24% 60% D- 65% D
Risk Adjusted Return 85.54% 69% C- 92% A
Market Capitalization 1.02B 59% D- 57% 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:
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.

What to not like:
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.