PWB:NYE-Invesco Dynamic Large Cap Growth ETF (USD)

ETF | Large Growth |

Last Closing

USD 107.09

Change

+3.18 (+3.06)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

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: 2025-05-12 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+1.07 (+4.12%)

USD 34.38B
VOOG Vanguard S&P 500 Growth Index ..

+13.26 (+3.79%)

USD 13.95B
IWY iShares Russell Top 200 Growth..

+9.14 (+4.20%)

USD 11.43B
SPGP Invesco S&P 500 GARP ETF

+3.98 (+4.01%)

USD 2.81B
JMOM JPMorgan U.S. Momentum Factor ..

+1.74 (+2.98%)

USD 1.25B
QGRO American Century U.S. Quality ..

+3.16 (+3.16%)

USD 1.16B
FQAL Fidelity® Quality Factor ETF

+1.86 (+2.88%)

USD 0.96B
SFY SoFi Select 500

+3.84 (+3.66%)

USD 0.43B
FDMO Fidelity® Momentum Factor ETF

+2.19 (+3.22%)

USD 0.40B
BIBL Northern Lights Fund Trust IV ..

+1.04 (+2.69%)

USD 0.28B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.26% 92% A 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.26% 92% A 77% C+
Trailing 12 Months  
Capital Gain 21.15% 79% B- 86% B+
Dividend Return 0.08% 5% F 1% F
Total Return 21.24% 79% B- 85% B
Trailing 5 Years  
Capital Gain 118.37% 64% D 76% C+
Dividend Return 1.37% 8% B- 3% F
Total Return 119.74% 40% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.66% 56% F 77% C+
Dividend Return 13.81% 40% F 74% C
Total Return 0.15% 8% B- 5% F
Risk Return Profile  
Volatility (Standard Deviation) 21.03% 76% C+ 48% F
Risk Adjusted Return 65.67% 48% F 78% C+
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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.