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

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Industrials

Symbol Name Price(Change) Market Cap
XLI Industrial Select Sector SPDR..

+0.10 (+0.07%)

USD 20.88B
PPA Invesco Aerospace & Defense ET..

+0.41 (+0.35%)

USD 4.55B
XAR SPDR® S&P Aerospace & Defense..

+1.76 (+1.04%)

USD 2.91B
FXR First Trust Industrials/Produc..

+0.29 (+0.38%)

USD 1.95B
FIDU Fidelity® MSCI Industrials In..

+0.24 (+0.34%)

USD 1.22B
PKB Invesco Dynamic Building & Con..

+0.18 (+0.23%)

USD 0.41B
XTN SPDR® S&P Transportation ETF

+0.59 (+0.68%)

USD 0.21B
IDRV iShares Self-Driving EV and Te..

+0.31 (+1.03%)

USD 0.17B
KARS KraneShares Electric Vehicles ..

+0.22 (+1.00%)

USD 0.07B
ROKT SPDR S&P Kensho Final Frontier..

+1.07 (+1.87%)

USD 0.02B

ETFs Containing RGI

N/A

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 88% B+
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 88% B+
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.