ducovest

SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 94.07

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.50M

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)

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

Largest Industry Peers for Large Growth

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

N/A

 USD 33.84B
VOOG Vanguard S&P 500 Growth Index ..

N/A

 USD 13.26B
IWY iShares Russell Top 200 Growth..

N/A

 USD 12.19B
SPGP Invesco S&P 500 GARP ETF

N/A

 USD 4.26B
JMOM JPMorgan U.S. Momentum Factor ..

N/A

 USD 1.18B
FQAL Fidelity® Quality Factor ETF

N/A

 USD 1.10B
SFY SoFi Select 500

N/A

 USD 0.93B
QGRO American Century U.S. Quality ..

N/A

 USD 0.93B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.34B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.33B

ETFs Containing SPMO

OCIO ClearShares OCIO ETF 5.16 % 0.54 %

N/A

 USD 0.15B
NDOW 4.22 % 0.00 %

N/A

 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 43.63% 96% N/A 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.63% 96% N/A 89% A-
Trailing 12 Months  
Capital Gain 66.32% 92% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 66.32% 92% A 87% B+
Trailing 5 Years  
Capital Gain 135.71% 84% B 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 135.71% 84% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 17.43% 72% C 80% B-
Dividend Return 18.26% 72% C 79% B-
Total Return 0.83% 64% D 19% F
Risk Return Profile  
Volatility (Standard Deviation) 21.90% 88% B+ 48% F
Risk Adjusted Return 83.37% 92% A 91% 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:
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.

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:

There is nothing we particularly dislike