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

ETF | Consumer Defensive |

Last Closing

USD 47.9203

Change

-0.61 (-1.26)%

Market Cap

N/A

Volume

3.03K

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: 2025-05-21 )

Largest Industry Peers for Consumer Defensive

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

-0.96 (-1.16%)

USD 15.79B
FSTA Fidelity® MSCI Consumer Stapl..

-0.66 (-1.26%)

USD 1.33B
KXI iShares Global Consumer Staple..

-0.34 (-0.51%)

USD 0.80B
FXG First Trust Consumer Staples A..

-1.39 (-2.14%)

USD 0.32B
IYK iShares US Consumer Staples ET..

-0.62 (-0.87%)

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

N/A

N/A
VDC Vanguard Consumer Staples Inde..

-2.86 (-1.28%)

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 3.11% 29% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.11% 29% F 71% C-
Trailing 12 Months  
Capital Gain 1.56% 25% F 54% F
Dividend Return 0.58% 13% F 9% A-
Total Return 2.14% 25% F 42% F
Trailing 5 Years  
Capital Gain 56.60% 88% B+ 60% D-
Dividend Return 8.94% 13% F 20% F
Total Return 65.55% 75% C 54% F
Average Annual (5 Year Horizon)  
Capital Gain 7.66% 88% B+ 64% D
Dividend Return 8.64% 63% D 60% D-
Total Return 0.98% 13% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 11.00% 50% F 75% C
Risk Adjusted Return 78.57% 50% F 86% B+
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:

There is nothing we particularly like

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.