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

ETF | Others |

Last Closing

USD 70.32

Change

+0.37 (+0.53)%

Market Cap

USD 0.39B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Sell

ducovest Verdict
Created with Highstock 5.0.6

Bearish

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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RSPU VTI
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Relative Returns (From:    To: 2025-04-02 )

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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 6.98% 92% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.98% 92% A 83% B
Trailing 12 Months  
Capital Gain 25.28% 97% N/A 90% A-
Dividend Return 1.47% 37% F 30% F
Total Return 26.75% 97% N/A 89% A-
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 5.53% 68% D+ 54% F
Dividend Return 6.44% 68% D+ 49% F
Total Return 0.91% 44% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 16.62% 22% F 62% D
Risk Adjusted Return 38.78% 46% F 53% F
Market Capitalization 0.39B 79% B- 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.