Invesco Dwa Consumer Etf Performance
| PEZ Etf | USD 83.94 2.68 3.09% |
The etf retains a Market Volatility (i.e., Beta) of 1.29, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco DWA will likely underperform.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco DWA Consumer has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of conflicting performance in the last few months, the Etf's technical and fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
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| In Threey Sharp Ratio | 0.28 |
Invesco |
Invesco DWA Relative Risk vs. Return Landscape
If you would invest 10,003 in Invesco DWA Consumer on December 19, 2024 and sell it today you would lose (1,609) from holding Invesco DWA Consumer or give up 16.09% of portfolio value over 90 days. Invesco DWA Consumer is generating negative expected returns assuming volatility of 1.7618% on return distribution over 90 days investment horizon. In other words, 15% of etfs are less volatile than Invesco, and above 99% 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 = -0.1597
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| Negative Returns | PEZ |
Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco DWA is not performing at its full potential. However, 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 Invesco DWA 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.| Invesco DWA Consumer generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Learn to Evaluate using the Charts - Stock Traders Daily | |
| 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 Equity Valuation module to check real value of public entities based on technical and fundamental data.
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.