ducovest

PBJ:NYE-Invesco Dynamic Food & Beverage ETF (USD)

ETF | Consumer Defensive |

Last Closing

USD 47.1908

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.29K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-02 )

Largest Industry Peers for Consumer Defensive

Symbol Name Price(Change) Market Cap
XLP Consumer Staples Select Sector..

N/A

 USD 16.32B
FSTA Fidelity® MSCI Consumer Stapl..

N/A

 USD 1.27B
KXI iShares Global Consumer Staple..

N/A

 USD 0.71B
FXG First Trust Consumer Staples A..

N/A

 USD 0.30B
IYK iShares US Consumer Staples ET..

N/A

 N/A
RHS Invesco S&P 500® Equal Weight..

N/A

 N/A
VDC Vanguard Consumer Staples Inde..

N/A

 N/A

ETFs Containing PBJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.54% 14% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.54% 14% F 50% F
Trailing 12 Months  
Capital Gain 1.44% 25% F 41% F
Dividend Return 0.75% 13% F 10% F
Total Return 2.19% 25% F 31% F
Trailing 5 Years  
Capital Gain 51.35% 88% B+ 67% D+
Dividend Return 9.02% 13% F 24% F
Total Return 60.37% 63% D 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.97% 88% B+ 64% D
Dividend Return 10.98% 88% B+ 61% D-
Total Return 1.01% 13% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 12.90% 38% F 72% C
Risk Adjusted Return 85.07% 50% F 89% A-
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.