Invesco Dwa Consumer Etf Performance
| PSL Etf | USD 108.86 0.00 0.00% |
The etf retains a Market Volatility (i.e., Beta) of 0.54, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco DWA's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco DWA is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco DWA Consumer are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Invesco DWA is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
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| In Threey Sharp Ratio | 0.59 |
Invesco DWA Relative Risk vs. Return Landscape
If you would invest 10,803 in Invesco DWA Consumer on April 22, 2025 and sell it today you would earn a total of 124.00 from holding Invesco DWA Consumer or generate 1.15% return on investment over 90 days. Invesco DWA Consumer is generating 0.0212% of daily returns assuming volatility of 0.7535% on return distribution over 90 days investment horizon. In other words, 6% 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 = 0.0281
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| Negative Returns | PSL |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Invesco DWA is performing at about 2% 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 | 1.59 | |||
| Return On Asset | 0.0159 | |||
| Profit Margin | 0.0001 % | |||
| Price To Earning | 21.35 X | |||
| Price To Book | 3.69 X | |||
| Price To Sales | 1.75 X | |||
| Revenue | 959.67 K | |||
| Cash And Equivalents | 229 | |||
| Earnings Per Share | 0.66 X | |||
| Total Asset | 119.59 M | |||
About Invesco DWA Performance
By examining Invesco DWA's fundamental ratios, stakeholders can obtain critical insights into Invesco DWA's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Invesco DWA is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. DWA Consumer is traded on NASDAQ Exchange in the United States.| Latest headline from thelincolnianonline.com: Invesco Dorsey Wright Consumer Staples Momentum ETF to Issue Dividend Increase 0.28 Per Share | |
| The fund maintains all 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 state. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
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.