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

ETF | Others |

Last Closing

USD 68.16

Change

+0.56 (+0.83)%

Market Cap

USD 0.37B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-10 )

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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 3.70% 87% B+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.70% 86% B+ 77% C+
Trailing 12 Months  
Capital Gain 23.03% 97% N/A 89% A-
Dividend Return 2.08% 41% F 36% F
Total Return 25.12% 97% N/A 88% 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 4.90% 64% D 50% F
Dividend Return 5.78% 64% D 46% F
Total Return 0.88% 42% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 16.47% 23% F 63% D
Risk Adjusted Return 35.12% 43% F 49% F
Market Capitalization 0.37B 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.