RGI:NYE-Invesco S&P 500® Equal Weight Industrials ETF (USD)

ETF | Industrials |

Last Closing

USD 51.21

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

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: 2024-12-25 )

ETFs Containing RGI

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Market Performance

  Market Performance vs. Industry/Classification (Industrials) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.62% 100% F 89% A-
Dividend Return 0.99% 77% C+ 14% F
Total Return 36.61% 100% F 88% B+
Trailing 12 Months  
Capital Gain 35.62% 100% F 89% A-
Dividend Return 0.99% 77% C+ 14% F
Total Return 36.61% 100% F 89% A-
Trailing 5 Years  
Capital Gain 88.40% 93% A 85% B
Dividend Return 6.61% 53% F 18% F
Total Return 95.01% 93% A 84% B
Average Annual (5 Year Horizon)  
Capital Gain 28.74% 100% F 87% B+
Dividend Return 29.39% 93% A 86% B+
Total Return 0.65% 47% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 90.40% 7% C- 10% F
Risk Adjusted Return 32.51% 20% F 47% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 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.