Invesco Dwa Consumer Etf Performance
| PEZ Etf | USD 112.31 2.53 2.30% |
The etf retains a Market Volatility (i.e., Beta) of 1.09, which attests to a somewhat significant risk relative to the market. Invesco DWA returns are very sensitive to returns on the market. As the market goes up or down, Invesco DWA is expected to follow.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco DWA Consumer are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly conflicting technical and fundamental indicators, Invesco DWA showed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Hong Kongs John Lee confident over Shanghai ties, says focus on economy | 11/06/2024 |
2 | Quality cyclicals are expected to continue going up here are the top-rated by Morgan Stanley - Seeking Alpha | 11/18/2024 |
| In Threey Sharp Ratio | 0.09 |
Invesco |
Invesco DWA Relative Risk vs. Return Landscape
If you would invest 9,847 in Invesco DWA Consumer on August 28, 2024 and sell it today you would earn a total of 1,384 from holding Invesco DWA Consumer or generate 14.06% return on investment over 90 days. Invesco DWA Consumer is generating 0.2156% of daily returns assuming volatility of 1.1652% on return distribution over 90 days investment horizon. In other words, 10% of etfs are less volatile than Invesco, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco DWA Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco DWA's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco DWA Consumer, and traders can use it to determine the average amount a Invesco DWA's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1851
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PEZ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Invesco DWA is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco DWA by adding it to a well-diversified portfolio.
Invesco DWA Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco DWA, and Invesco DWA fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Return On Equity | 0.0159 | |||
| Return On Asset | 2.0E-4 | |||
| Profit Margin | 53.27 % | |||
| Price To Earning | 20.97 X | |||
| Price To Book | 4.56 X | |||
| Price To Sales | 1.58 X | |||
| Revenue | 537.01 K | |||
| Cash And Equivalents | 212 | |||
| Earnings Per Share | 0.39 X | |||
| Total Asset | 24.88 M | |||
About Invesco DWA Performance
Evaluating Invesco DWA's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco DWA has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco DWA has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. DWA Consumer is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Quality cyclicals are expected to continue going up here are the top-rated by Morgan Stanley - Seeking Alpha | |
| The fund maintains 99.58% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco DWA Consumer. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Invesco DWA Consumer is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco DWA's value that differs from its market value or its book value, called intrinsic value, which is Invesco DWA's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco DWA's market value can be influenced by many factors that don't directly affect Invesco DWA's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco DWA's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco DWA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco DWA's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.