ducovest

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

ETF | Consumer Defensive |

Last Closing

USD 47.7669

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.77K

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: 2025-05-24 )

Largest Industry Peers for Consumer Defensive

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

N/A

 USD 15.79B
FSTA Fidelity® MSCI Consumer Stapl..

N/A

 USD 1.33B
KXI iShares Global Consumer Staple..

N/A

 USD 0.85B
FXG First Trust Consumer Staples A..

N/A

 USD 0.32B
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 2.78% 29% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.78% 29% F 70% C-
Trailing 12 Months  
Capital Gain 2.07% 25% F 54% F
Dividend Return 0.59% 13% F 9% A-
Total Return 2.65% 25% F 43% F
Trailing 5 Years  
Capital Gain 56.10% 88% B+ 60% D-
Dividend Return 8.94% 13% F 20% F
Total Return 65.04% 63% D 54% F
Average Annual (5 Year Horizon)  
Capital Gain 7.49% 88% B+ 64% D
Dividend Return 8.47% 63% D 60% D-
Total Return 0.98% 13% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 10.81% 50% F 76% C+
Risk Adjusted Return 78.34% 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.