RCD:NYE-Invesco S&P 500® Equal Weight Consumer Discretionary ETF (USD)

ETF | Consumer Cyclical |

Last Closing

USD 25.31

Change

+0.11 (+0.44)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-24 )

Largest Industry Peers for Consumer Cyclical

Symbol Name Price(Change) Market Cap
XLY Consumer Discretionary Select ..

-0.82 (-0.38%)

USD 23.89B
VCR Vanguard Consumer Discretionar..

-2.48 (-0.68%)

USD 6.65B
FDIS Fidelity® MSCI Consumer Discr..

-0.70 (-0.74%)

USD 2.11B
FXD First Trust Consumer Discretio..

+0.23 (+0.36%)

USD 1.60B
IBUY Amplify Online Retail ETF

-0.26 (-0.37%)

USD 0.19B
ONLN ProShares Online Retail

-1.24 (-2.54%)

USD 0.08B
GBUY Goldman Sachs Future Consumer ..

-0.35 (-0.97%)

USD 0.04B
RXI iShares Global Consumer Discre..

-2.10 (-1.10%)

N/A
IYC iShares US Consumer Discretion..

-0.19 (-0.20%)

N/A
XHB SPDR® S&P Homebuilders ETF

-0.53 (-0.52%)

N/A

ETFs Containing RCD

QRD:CA 0.00 % 1.33 %

N/A

N/A
RLD:CA 0.00 % 0.61 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Cyclical) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.44% 54% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.44% 54% F 36% F
Trailing 12 Months  
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
Trailing 5 Years  
Capital Gain -23.84% 15% F 21% F
Dividend Return 4.55% 36% F 11% F
Total Return -19.29% 15% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain 18.21% 85% B 79% B-
Dividend Return 18.64% 85% B 77% C+
Total Return 0.44% 38% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 58.79% 8% B- 15% F
Risk Adjusted Return 31.71% 23% F 45% 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:
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.

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.