PBJ:NYE-Invesco Dynamic Food & Beverage ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 46.99

Change

+0.53 (+1.13)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

+0.22 (+0.27%)

USD 16.99B
FSTA Fidelity® MSCI Consumer Stapl..

+0.16 (+0.32%)

USD 1.20B
KXI iShares Global Consumer Staple..

+0.18 (+0.29%)

USD 0.73B
FXG First Trust Consumer Staples A..

+0.36 (+0.54%)

USD 0.41B
IYK iShares US Consumer Staples ET..

+0.08 (+0.11%)

N/A
RHS Invesco S&P 500® Equal Weight..

N/A

N/A
VDC Vanguard Consumer Staples Inde..

+0.72 (+0.34%)

N/A

ETFs Containing PBJ

MSSS 9.91 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.48% 50% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.48% 50% F 43% F
Trailing 12 Months  
Capital Gain 10.15% 50% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.15% 50% F 45% F
Trailing 5 Years  
Capital Gain 39.52% 100% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.52% 100% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.09% 75% C 67% D+
Dividend Return 11.11% 75% C 64% D
Total Return 1.02% 13% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 12.94% 38% F 70% C-
Risk Adjusted Return 85.86% 50% F 92% 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:

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 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.