ducovest

RGI:NYE-Invesco S&P 500® Equal Weight Industrials ETF (USD)

ETF | Industrials |

Last Closing

USD 51.21

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

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: 2024-11-16 )

Largest Industry Peers for Industrials

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XAR SPDR® S&P Aerospace & Defense..

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FXR First Trust Industrials/Produc..

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FIDU Fidelity® MSCI Industrials In..

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PKB Invesco Dynamic Building & Con..

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XTN SPDR® S&P Transportation ETF

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IDRV iShares Self-Driving EV and Te..

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KARS KraneShares Electric Vehicles ..

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 USD 0.08B
ROKT SPDR S&P Kensho Final Frontier..

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ETFs Containing RGI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Industrials) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.62% 100% F 89% A-
Dividend Return 0.57% 50% F 8% B-
Total Return 36.19% 100% F 88% B+
Trailing 12 Months  
Capital Gain 35.62% 87% B+ 83% B
Dividend Return 0.93% 40% F 10% F
Total Return 36.55% 87% B+ 81% B-
Trailing 5 Years  
Capital Gain 90.77% 93% A 83% B
Dividend Return 6.43% 53% F 17% F
Total Return 97.20% 87% B+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 28.25% 100% F 86% B+
Dividend Return 28.91% 93% A 86% B+
Total Return 0.65% 53% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 90.41% 7% C- 10% F
Risk Adjusted Return 31.97% 20% F 48% 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:
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:
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.

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.