PFIG:NYE-Invesco Fundamental Investment Grade Corporate Bond ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.54

Change

-0.03 (-0.13)%

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: 2025-02-12 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.08 (-0.24%)

USD 9.72B
QLTA iShares Aaa - A Rated Corporat..

-0.22 (-0.47%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

-0.37 (-0.39%)

USD 1.30B
GIGB Goldman Sachs Access Investmen..

-0.21 (-0.47%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.21 (+0.22%)

USD 0.45B
KORP American Century Diversified C..

-0.24 (-0.52%)

USD 0.39B
IBD Northern Lights Fund Trust IV ..

-0.03 (-0.13%)

USD 0.34B
IGBH iShares Interest Rate Hedged L..

+0.11 (+0.45%)

USD 0.13B
IG Principal Exchange-Traded Fund..

-0.09 (-0.44%)

USD 0.09B
FCOR Fidelity® Corporate Bond ETF

-0.21 (-0.46%)

N/A

ETFs Containing PFIG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.26% 71% C- 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.26% 64% D 33% F
Trailing 12 Months  
Capital Gain 0.68% 79% B- 36% F
Dividend Return 3.05% 21% F 47% F
Total Return 3.73% 50% F 33% F
Trailing 5 Years  
Capital Gain -11.37% 69% C- 37% F
Dividend Return 14.32% 38% F 48% F
Total Return 2.95% 69% C- 31% F
Average Annual (5 Year Horizon)  
Capital Gain -3.09% 57% F 18% F
Dividend Return -1.16% 50% F 16% F
Total Return 1.92% 29% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.66% 71% C- 87% B+
Risk Adjusted Return -17.44% 50% F 12% 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.