RDIV:NYE-Invesco S&P Ultra Dividend Revenue ETF (USD)

ETF | Large Value |

Last Closing

USD 47.27

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.05M

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: 2025-01-11 )

ETFs Containing RDIV

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.03% 10% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.03% 10% F 29% F
Trailing 12 Months  
Capital Gain 10.37% 32% F 64% D
Dividend Return 4.59% 100% F 63% D
Total Return 14.96% 62% D 67% D+
Trailing 5 Years  
Capital Gain 21.17% 19% F 62% D
Dividend Return 21.14% 92% A 68% D+
Total Return 42.31% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 13.95% 75% C 73% C
Dividend Return 17.01% 87% B+ 75% C
Total Return 3.06% 81% B- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 22.57% 12% F 48% F
Risk Adjusted Return 75.36% 37% F 85% B
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.