ducovest

SPMO:NYE-Invesco S&P 500® Momentum ETF (USD)

ETF | Large Growth |

Last Closing

USD 93.9

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.82M

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: 2024-11-16 )

Largest Industry Peers for Large Growth

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

N/A

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

N/A

 USD 14.12B
IWY iShares Russell Top 200 Growth..

N/A

 USD 12.09B
SPGP Invesco S&P 500 GARP ETF

N/A

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

N/A

 USD 1.16B
FQAL Fidelity® Quality Factor ETF

N/A

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

N/A

 USD 1.01B
SFY SoFi Select 500

N/A

 USD 0.98B
FDMO Fidelity® Momentum Factor ETF

N/A

 USD 0.36B
BIBL Northern Lights Fund Trust IV ..

N/A

 USD 0.33B

ETFs Containing SPMO

NDOW 4.20 % 0.00 %

N/A

 N/A
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

N/A

 USD 0.14B

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 43.37% 100% F 92% A
Dividend Return 0.40% 52% F 5% F
Total Return 43.77% 100% F 91% A-
Trailing 12 Months  
Capital Gain 52.21% 96% N/A 90% A-
Dividend Return 0.70% 44% F 7% C-
Total Return 52.91% 96% N/A 89% A-
Trailing 5 Years  
Capital Gain 129.82% 88% B+ 89% A-
Dividend Return 8.49% 92% A 23% F
Total Return 138.31% 88% B+ 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.08% 72% C 79% B-
Dividend Return 18.89% 72% C 78% C+
Total Return 0.80% 64% D 20% F
Risk Return Profile  
Volatility (Standard Deviation) 22.64% 84% B 49% F
Risk Adjusted Return 83.41% 92% A 91% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:

There is nothing we particularly dislike