PXLV:NYE-Invesco S&P 500 Value with Momentum ETF (USD)

ETF | Large Value |

Last Closing

USD 61.16

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.30K

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 PXLV

N/A

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 51.80% 100% F 90% A-
Dividend Return 1.51% 4% F 20% F
Total Return 53.31% 100% F 89% A-
Trailing 5 Years  
Capital Gain 51.80% 54% F 71% C-
Dividend Return 11.29% 14% F 34% F
Total Return 63.09% 44% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 4.51% 2% F 50% F
Dividend Return 4.48% 2% F 43% F
Total Return -0.03% 2% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 13.03% 96% N/A 72% C
Risk Adjusted Return 34.34% 2% F 50% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.