PWB:NYE-Invesco Dynamic Large Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 103.87

Change

+0.17 (+0.16)%

Market Cap

N/A

Volume

0.01M

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: 2025-01-16 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

-0.26 (-0.92%)

USD 37.24B
VOOG Vanguard S&P 500 Growth Index ..

-1.41 (-0.38%)

USD 17.70B
IWY iShares Russell Top 200 Growth..

-2.28 (-0.96%)

USD 14.04B
SPGP Invesco S&P 500 GARP ETF

+0.41 (+0.38%)

USD 3.90B
JMOM JPMorgan U.S. Momentum Factor ..

+0.30 (+0.50%)

USD 1.25B
QGRO American Century U.S. Quality ..

+0.75 (+0.74%)

USD 1.12B
FQAL Fidelity® Quality Factor ETF

+0.14 (+0.21%)

USD 1.07B
SFY SoFi Select 500

-0.27 (-0.24%)

USD 0.96B
FDMO Fidelity® Momentum Factor ETF

-0.06 (-0.08%)

USD 0.38B
GVIP Goldman Sachs Hedge Industry V..

+0.70 (+0.55%)

USD 0.32B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.09% 52% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.09% 52% F 65% D
Trailing 12 Months  
Capital Gain 30.21% 33% F 84% B
Dividend Return 0.10% 9% A- 1% F
Total Return 30.31% 29% F 82% B
Trailing 5 Years  
Capital Gain 93.10% 48% F 86% B+
Dividend Return 1.35% 8% B- 4% F
Total Return 94.45% 40% F 84% B
Average Annual (5 Year Horizon)  
Capital Gain 15.80% 52% F 76% C+
Dividend Return 15.95% 40% F 73% C
Total Return 0.15% 8% B- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 22.70% 88% B+ 48% F
Risk Adjusted Return 70.27% 56% F 81% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.