DJD:NYE-Invesco Dow Jones Industrial Average Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 52.25

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-17 )

ETFs Containing DJD

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.54% 12% F 64% D
Dividend Return 2.54% 74% C 44% F
Total Return 16.08% 14% F 63% D
Trailing 12 Months  
Capital Gain 23.00% 23% F 68% D+
Dividend Return 3.72% 76% C+ 49% F
Total Return 26.72% 35% F 68% D+
Trailing 5 Years  
Capital Gain 34.98% 23% F 64% D
Dividend Return 18.23% 72% C 58% F
Total Return 53.21% 21% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.87% 12% F 63% D
Dividend Return 10.92% 12% F 62% D
Total Return 2.05% 54% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 14.18% 85% B 69% C-
Risk Adjusted Return 76.99% 48% F 88% 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:
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.