ducovest

RWJ:NYE-Invesco S&P SmallCap 600 Revenue ETF (USD)

ETF | Small Value |

Last Closing

USD 47.51

Change

-0.34 (-0.71)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

-0.86 (-0.41%)

 USD 31.10B
IJS iShares S&P Small-Cap 600 Valu..

-0.90 (-0.78%)

 USD 7.03B
DES WisdomTree U.S. SmallCap Divid..

-0.28 (-0.76%)

 USD 2.01B
XSVM Invesco S&P SmallCap Value wit..

-0.45 (-0.76%)

 USD 0.86B
XSLV Invesco S&P SmallCap Low Volat..

-0.38 (-0.75%)

 USD 0.33B
JKL iShares Morningstar Small-Cap ..

N/A

 N/A
SLYV SPDR® S&P 600 Small Cap Value..

-0.76 (-0.82%)

 N/A
PXSV Invesco S&P SmallCap Value wit..

-0.45 (-0.76%)

 N/A
VIOV Vanguard S&P Small-Cap 600 Val..

-0.82 (-0.83%)

 N/A
FDM First Trust Dow Jones Select M..

-0.74 (-1.05%)

 N/A

ETFs Containing RWJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.68% 91% A- 64% D
Dividend Return 1.00% 18% F 17% F
Total Return 15.68% 91% A- 60% D-
Trailing 12 Months  
Capital Gain 28.37% 85% B 73% C
Dividend Return 1.56% 33% F 21% F
Total Return 29.94% 85% B 70% C-
Trailing 5 Years  
Capital Gain 115.89% 100% F 87% B+
Dividend Return 8.84% 17% F 24% F
Total Return 124.72% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 23.91% 85% B 84% B
Dividend Return 24.62% 85% B 83% B
Total Return 0.71% 23% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 51.46% 8% B- 18% F
Risk Adjusted Return 47.85% 62% D 65% D
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
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.