RSPU:NYE-Invesco S&P 500 Equal Weight Utilities ETF (USD)

ETF | Others |

Last Closing

USD 69.47

Change

+0.35 (+0.51)%

Market Cap

USD 0.38B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-02-19 )

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ETFs Containing RSPU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.69% 79% B- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.69% 78% C+ 71% C-
Trailing 12 Months  
Capital Gain 29.85% 92% A 84% B
Dividend Return 2.16% 41% F 35% F
Total Return 32.01% 93% A 84% B
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 4.09% 60% D- 47% F
Dividend Return 4.93% 60% D- 43% F
Total Return 0.84% 42% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 16.06% 23% F 64% D
Risk Adjusted Return 30.70% 42% F 44% F
Market Capitalization 0.38B 80% B- 44% F

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.