PZA:NYE-Invesco National AMT-Free Municipal Bond ETF (USD)

ETF | Muni National Long |

Last Closing

USD 23.7

Change

+0.14 (+0.59)%

Market Cap

N/A

Volume

1.09M

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: 2025-02-05 )

Largest Industry Peers for Muni National Long

Symbol Name Price(Change) Market Cap
RVNU Xtrackers Municipal Infrastruc..

+0.01 (+0.04%)

USD 0.14B
FLMB Franklin Liberty Federal Tax-F..

+0.08 (+0.33%)

USD 0.10B
TFI SPDR® Nuveen Bloomberg Munici..

+0.16 (+0.35%)

N/A

ETFs Containing PZA

FWDB 0.00 % 0.95 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Muni National Long) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.38% 75% C 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.38% 75% C 27% F
Trailing 12 Months  
Capital Gain -0.71% 75% C 28% F
Dividend Return 2.40% 50% F 38% F
Total Return 1.69% 75% C 25% F
Trailing 5 Years  
Capital Gain -11.67% 50% F 35% F
Dividend Return 11.89% 75% C 38% F
Total Return 0.23% 75% C 28% F
Average Annual (5 Year Horizon)  
Capital Gain -2.44% 25% F 21% F
Dividend Return -1.36% 25% F 15% F
Total Return 1.08% 25% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 10.82% 50% F 77% C+
Risk Adjusted Return -12.58% 25% F 13% 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:

There is nothing we particularly like

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 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.

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.