ducovest

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

ETF | Consumer Cyclical |

Last Closing

USD 24.92

Change

-0.13 (-0.52)%

Market Cap

N/A

Volume

0.07M

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: 2025-01-07 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

-4.39 (-1.94%)

 USD 24.69B
VCR Vanguard Consumer Discretionar..

-7.68 (-2.01%)

 USD 6.68B
FDIS Fidelity® MSCI Consumer Discr..

-1.88 (-1.90%)

 USD 2.06B
FXD First Trust Consumer Discretio..

-0.55 (-0.85%)

 USD 1.57B
IBUY Amplify Online Retail ETF

-0.69 (-1.03%)

 USD 0.18B
ONLN ProShares Online Retail

-0.63 (-1.35%)

 USD 0.09B
GBUY Goldman Sachs Future Consumer ..

-0.54 (-1.50%)

 USD 0.04B
RXI iShares Global Consumer Discre..

-1.74 (-0.94%)

 N/A
IYC iShares US Consumer Discretion..

-1.30 (-1.33%)

 N/A
XHB SPDR® S&P Homebuilders ETF

-1.42 (-1.36%)

 N/A

ETFs Containing RCD

QRD:CA 0.00 % 1.33 %

N/A

 N/A
RLD:CA 0.00 % 0.61 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.11% 15% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.11% 15% F 19% F
Trailing 12 Months  
Capital Gain -38.83% 8% B- 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -38.83% 8% B- 4% F
Trailing 5 Years  
Capital Gain -32.56% 15% F 18% F
Dividend Return 4.09% 36% F 11% F
Total Return -28.47% 15% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain 20.30% 85% B 81% B-
Dividend Return 20.75% 85% B 79% B-
Total Return 0.45% 38% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 57.70% 15% F 16% F
Risk Adjusted Return 35.97% 31% F 50% 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.