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

ETF | Corporate Bond |

Last Closing

USD 23.74

Change

+0.02 (+0.06)%

Market Cap

N/A

Volume

0.16M

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: 2024-10-29 )

Largest Industry Peers for Corporate Bond

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

+0.03 (+0.09%)

USD 9.51B
QLTA iShares Aaa - A Rated Corporat..

+0.05 (+0.10%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+0.12 (+0.12%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

+0.08 (+0.17%)

USD 0.85B
LQDH iShares Interest Rate Hedged C..

+0.03 (+0.03%)

USD 0.43B
KORP American Century Diversified C..

+0.02 (+0.04%)

USD 0.34B
IBD Northern Lights Fund Trust IV ..

+0.04 (+0.17%)

USD 0.34B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.08%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.06 (+0.29%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

+0.02 (+0.04%)

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 0.08% 50% F 33% F
Dividend Return -26.55% 50% F 58% F
Total Return -26.46% 7% C- 23% F
Trailing 12 Months  
Capital Gain 6.65% 36% F 32% F
Dividend Return -27.60% 50% F 60% D-
Total Return -20.95% 7% C- 21% F
Trailing 5 Years  
Capital Gain -9.63% 62% D 41% F
Dividend Return -16.41% 50% F 70% C-
Total Return -26.04% 8% B- 32% F
Average Annual (5 Year Horizon)  
Capital Gain -2.88% 57% F 22% F
Dividend Return -0.95% 50% F 18% F
Total Return 1.93% 15% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 6.66% 71% C- 87% B+
Risk Adjusted Return -14.30% 43% F 14% 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.