ducovest

RWL:NYE-Invesco S&P 500 Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 100.85

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.11M

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: 2024-11-17 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

N/A

 USD 65.68B
DGRO iShares Core Dividend Growth E..

N/A

 USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

 USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

 USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.38B
FDVV Fidelity® High Dividend ETF

N/A

 USD 4.08B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.47B
IWX iShares Russell Top 200 Value ..

N/A

 USD 3.12B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.32B

ETFs Containing RWL

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 18.17% 72% C 73% C
Dividend Return 1.22% 8% B- 23% F
Total Return 19.39% 52% F 70% C-
Trailing 12 Months  
Capital Gain 25.40% 56% F 71% C-
Dividend Return 1.77% 8% B- 25% F
Total Return 27.17% 38% F 69% C-
Trailing 5 Years  
Capital Gain 76.22% 96% N/A 79% B-
Dividend Return 10.64% 4% F 31% F
Total Return 86.86% 92% A 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.28% 67% D+ 70% C-
Dividend Return 13.39% 44% F 68% D+
Total Return 1.11% 8% B- 27% F
Risk Return Profile  
Volatility (Standard Deviation) 22.79% 13% F 48% F
Risk Adjusted Return 58.73% 8% B- 75% C
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:

There is nothing we particularly like

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.

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.