PWB:NYE-Invesco Dynamic Large Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 103.2

Change

+0.64 (+0.62)%

Market Cap

N/A

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-19 )

Largest Industry Peers for Large Growth

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

+0.27 (+1.00%)

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

+3.65 (+1.03%)

USD 14.12B
IWY iShares Russell Top 200 Growth..

+2.45 (+1.08%)

USD 12.09B
SPGP Invesco S&P 500 GARP ETF

-0.46 (-0.42%)

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

+0.33 (+0.55%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+0.23 (+0.35%)

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

+1.08 (+1.10%)

USD 1.01B
SFY SoFi Select 500

+1.09 (+1.00%)

USD 0.98B
FDMO Fidelity® Momentum Factor ETF

+0.65 (+0.93%)

USD 0.36B
BIBL Northern Lights Fund Trust IV ..

-0.05 (-0.12%)

USD 0.33B

ETFs Containing PWB

N/A

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 32.82% 88% B+ 88% B+
Dividend Return 0.01% 4% F N/A F
Total Return 32.83% 75% C 86% B+
Trailing 12 Months  
Capital Gain 38.10% 72% C 84% B
Dividend Return 0.15% 8% B- 1% F
Total Return 38.24% 60% D- 82% B
Trailing 5 Years  
Capital Gain 109.33% 52% F 86% B+
Dividend Return 1.42% 4% F 4% F
Total Return 110.75% 52% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.56% 52% F 76% C+
Dividend Return 15.72% 44% F 73% C
Total Return 0.16% 8% B- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 22.50% 88% B+ 49% F
Risk Adjusted Return 69.85% 56% F 83% 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:
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.