ducovest

PWB:NYE-Invesco Dynamic Large Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 102.27

Change

-1.82 (-1.75)%

Market Cap

N/A

Volume

0.02M

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)

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Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.56 (-2.03%)

 USD 33.93B
VOOG Vanguard S&P 500 Growth Index ..

-7.36 (-2.03%)

 USD 14.12B
IWY iShares Russell Top 200 Growth..

-5.18 (-2.24%)

 USD 12.09B
SPGP Invesco S&P 500 GARP ETF

-1.17 (-1.06%)

 USD 4.32B
JMOM JPMorgan U.S. Momentum Factor ..

-0.76 (-1.27%)

 USD 1.16B
FQAL Fidelity® Quality Factor ETF

-1.11 (-1.66%)

 USD 1.12B
QGRO American Century U.S. Quality ..

-1.32 (-1.32%)

 USD 1.01B
SFY SoFi Select 500

-1.87 (-1.69%)

 USD 0.98B
FDMO Fidelity® Momentum Factor ETF

-0.88 (-1.25%)

 USD 0.36B
BIBL Northern Lights Fund Trust IV ..

-0.51 (-1.24%)

 USD 0.33B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 31.62% 92% A 87% B+
Dividend Return 0.01% 4% F 2% F
Total Return 31.63% 88% B+ 86% B+
Trailing 12 Months  
Capital Gain 38.31% 76% C+ 85% B
Dividend Return 0.15% 8% B- 3% F
Total Return 38.46% 76% C+ 83% B
Trailing 5 Years  
Capital Gain 106.69% 56% F 86% B+
Dividend Return 1.41% 4% F 5% F
Total Return 108.10% 52% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.51% 52% F 77% C+
Dividend Return 15.66% 40% F 73% C
Total Return 0.16% 8% B- 5% F
Risk Return Profile  
Volatility (Standard Deviation) 22.45% 88% B+ 49% F
Risk Adjusted Return 69.77% 56% F 83% B
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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.