ducovest

RWK:NYE-Invesco S&P MidCap 400 Revenue ETF (USD)

ETF | Mid-Cap Value |

Last Closing

USD 117.0964

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.62K

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: 2024-12-25 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Price(Change) Market Cap
VOE Vanguard Mid-Cap Value Index F..

N/A

 USD 17.23B
IWS iShares Russell Mid-Cap Value ..

N/A

 USD 13.52B
IJJ iShares S&P Mid-Cap 400 Value ..

N/A

 USD 8.33B
KOMP SPDR Kensho New Economies Comp..

N/A

 USD 2.47B
PVAL Putnam Focused Large Cap Value..

N/A

 USD 1.59B
IVOV Vanguard S&P Mid-Cap 400 Value..

N/A

 USD 1.16B
XMLV Invesco S&P MidCap Low Volatil..

N/A

 USD 0.80B
DIV Global X SuperDividend U.S. ET..

N/A

 USD 0.63B
VUSE Vident Core U.S. Equity Fund

N/A

 USD 0.62B
XMVM Invesco S&P MidCap Value with ..

N/A

 USD 0.26B

ETFs Containing RWK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.49% 50% F 64% D
Dividend Return 1.23% 36% F 20% F
Total Return 12.72% 57% F 60% D-
Trailing 12 Months  
Capital Gain 10.53% 56% F 64% D
Dividend Return 1.22% 40% F 20% F
Total Return 11.75% 56% F 59% D-
Trailing 5 Years  
Capital Gain 80.37% 94% A 83% B
Dividend Return 7.54% 19% F 21% F
Total Return 87.91% 94% A 82% B
Average Annual (5 Year Horizon)  
Capital Gain 18.85% 81% B- 80% B-
Dividend Return 19.59% 81% B- 78% C+
Total Return 0.74% 25% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 33.02% 19% F 32% F
Risk Adjusted Return 59.34% 63% D 74% 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:
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:
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.