PZA:NYE-Invesco National AMT-Free Municipal Bond ETF (USD)

ETF | Muni National Long |

Last Closing

USD 23.73

Change

+0.04 (+0.17)%

Market Cap

N/A

Volume

0.93M

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: 2024-10-30 )

Largest Industry Peers for Muni National Long

Symbol Name Price(Change) Market Cap
RVNU Xtrackers Municipal Infrastruc..

+0.07 (+0.27%)

USD 0.14B
FLMB Franklin Liberty Federal Tax-F..

+0.05 (+0.23%)

USD 0.10B
TFI SPDR® Nuveen Bloomberg Munici..

+0.01 (+0.02%)

N/A

ETFs Containing PZA

FWDB 0.00 % 0.95 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Long) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.86% 25% F 28% F
Dividend Return -90.98% 100% F 34% F
Total Return -92.84% 25% F 6% D-
Trailing 12 Months  
Capital Gain 9.00% 25% F 38% F
Dividend Return -100.47% 100% F 35% F
Total Return -91.47% 25% F 5% F
Trailing 5 Years  
Capital Gain -10.22% 25% F 40% F
Dividend Return -76.40% 100% F 39% F
Total Return -86.61% 25% F 9% A-
Average Annual (5 Year Horizon)  
Capital Gain -2.40% 25% F 23% F
Dividend Return -1.04% 25% F 18% F
Total Return 1.36% 25% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 9.42% 50% F 80% B-
Risk Adjusted Return -10.99% 25% F 16% 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.