ducovest

RHS:NYE-Invesco S&P 500® Equal Weight Consumer Staples ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 32.37

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.05M

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)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

N/A

 USD 16.47B
FSTA Fidelity® MSCI Consumer Stapl..

N/A

 USD 1.22B
KXI iShares Global Consumer Staple..

N/A

 USD 0.70B
FXG First Trust Consumer Staples A..

N/A

 USD 0.37B
IYK iShares US Consumer Staples ET..

N/A

 N/A
PBJ Invesco Dynamic Food & Beverag..

N/A

 N/A
VDC Vanguard Consumer Staples Inde..

N/A

 N/A

ETFs Containing RHS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.24% 75% C 64% D
Dividend Return 1.44% 50% F 23% F
Total Return 12.67% 75% C 59% D-
Trailing 12 Months  
Capital Gain 11.24% 75% C 65% D
Dividend Return 1.44% 50% F 24% F
Total Return 12.67% 63% D 61% D-
Trailing 5 Years  
Capital Gain 10.81% 25% F 57% F
Dividend Return 11.74% 50% F 38% F
Total Return 22.55% 25% F 50% F
Average Annual (5 Year Horizon)  
Capital Gain 15.44% 100% F 76% C+
Dividend Return 16.94% 100% F 75% C
Total Return 1.49% 38% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 80.02% 13% F 11% F
Risk Adjusted Return 21.17% 13% F 37% 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.