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

ETF | Muni National Long |

Last Closing

USD 23.86

Change

+0.03 (+0.13)%

Market Cap

N/A

Volume

0.50M

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: 2024-11-05 )

Largest Industry Peers for Muni National Long

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

-0.05 (-0.19%)

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

+0.04 (+0.15%)

USD 0.10B
TFI SPDR® Nuveen Bloomberg Munici..

+0.10 (+0.22%)

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 -1.32% 25% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.32% 75% C 33% F
Trailing 12 Months  
Capital Gain 6.33% 25% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.33% 75% C 37% F
Trailing 5 Years  
Capital Gain -9.24% 25% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.24% 75% C 43% F
Average Annual (5 Year Horizon)  
Capital Gain -2.36% 57% F 23% F
Dividend Return -1.35% 43% F 17% F
Total Return 1.01% 14% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 10.80% 71% C- 76% C+
Risk Adjusted Return -12.51% 43% 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.