PFIG:NYE-Invesco Fundamental Investment Grade Corporate Bond ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.7991

Change

-0.21 (-0.88)%

Market Cap

N/A

Volume

0.02M

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: 2024-10-21 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.14 (-0.42%)

USD 9.71B
QLTA iShares Aaa - A Rated Corporat..

-0.39 (-0.81%)

USD 1.61B
CORP PIMCO Investment Grade Corpora..

-0.71 (-0.73%)

USD 1.28B
GIGB Goldman Sachs Access Investmen..

-0.27 (-0.58%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

-0.25 (-0.27%)

USD 0.41B
KORP American Century Diversified C..

-0.35 (-0.74%)

USD 0.34B
IBD Northern Lights Fund Trust IV ..

-0.10 (-0.42%)

USD 0.34B
IGBH iShares Interest Rate Hedged L..

-0.04 (-0.16%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.16 (-0.76%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

-0.41 (-0.86%)

N/A

ETFs Containing PFIG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.33% 57% F 32% F
Dividend Return -26.55% 100% F 61% D-
Total Return -26.21% 7% C- 21% F
Trailing 12 Months  
Capital Gain 6.60% 29% F 32% F
Dividend Return -27.52% 100% F 63% D
Total Return -20.92% 7% C- 19% F
Trailing 5 Years  
Capital Gain -9.09% 62% D 41% F
Dividend Return -16.46% 100% F 69% C-
Total Return -25.56% 8% B- 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.89% 57% F 22% F
Dividend Return -0.86% 50% F 18% F
Total Return 2.03% 15% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.56% 71% C- 87% B+
Risk Adjusted Return -13.15% 50% F 15% 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.