(PXI) Invesco DWA Energy Momentum - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V8789 • Equity Energy

PXI: Oil, Natural Gas, Energy Stocks, Drilling, Refining

The Invesco DWA Energy Momentum ETF (NASDAQ: PXI) is designed to track the performance of companies in the energy sector exhibiting strong relative strength or momentum characteristics. The fund typically allocates at least 90% of its total assets to securities included in its underlying index, which is comprised of a minimum of 30 energy-sector companies. This approach aims to capture companies with strong price momentum relative to their peers.

The underlying index employs the Dorsey Wright relative strength methodology, which identifies companies with strong price momentum relative to the broader energy sector. This momentum-driven strategy often results in a concentrated portfolio of high-performing energy stocks. The fund is rebalanced periodically to maintain exposure to the top-performing companies based on relative strength rankings.

From a technical standpoint, PXI is currently trading below its key moving averages, with the 20-day SMA at 44.86 and the 50-day SMA at 45.38. The 200-day SMA of 45.73 indicates a neutral long-term trend. Average trading volume over the past 20 days is 3,625 shares, and the ATR of 0.83 suggests moderate volatility. The fund’s last price of 41.80 reflects recent weakness in the energy sector.

With assets under management (AUM) of $56.54 million, PXI is a relatively small ETF, which may lead to higher volatility compared to larger funds. The fund’s focus on momentum within the energy sector makes it sensitive to broader sector trends and commodity price movements.

Based on and , PXI is expected to remain under pressure in the near term due to its current position below key moving averages. However, if energy prices rebound, the fund’s momentum-driven strategy could position it for a recovery. Over the next three months, PXI is likely to trade in a range between $38 and $46, with potential upside if the energy sector regains momentum.

URL: http://www.invesco.com/us

Additional Sources for PXI ETF

PXI ETF Overview

Market Cap in USD 52m
Category Equity Energy
TER 0.60%
IPO / Inception 2006-10-12

PXI ETF Ratings

Growth 5y 65.2%
Fundamental -
Dividend 58.5%
Rel. Strength Industry -8.98
Analysts -
Fair Price Momentum 46.20 USD
Fair Price DCF -

PXI Dividends

Dividend Yield 12m 1.52%
Yield on Cost 5y 6.79%
Annual Growth 5y 17.23%
Payout Consistency 80.3%

PXI Growth Ratios

Growth Correlation 3m -32.9%
Growth Correlation 12m -40.9%
Growth Correlation 5y 90.4%
CAGR 5y 33.60%
CAGR/Max DD 5y 0.91
Sharpe Ratio 12m 1.80
Alpha -18.68
Beta 1.07
Volatility 27.29%
Current Volume 4.5k
Average Volume 20d 3.2k
What is the price of PXI stocks?
As of March 15, 2025, the stock is trading at USD 42.27 with a total of 4,548 shares traded.
Over the past week, the price has changed by +2.73%, over one month by -7.84%, over three months by -6.06% and over the past year by -7.54%.
Is Invesco DWA Energy Momentum a good stock to buy?
Yes. Based on ValueRay Analyses, Invesco DWA Energy Momentum (NASDAQ:PXI) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 65.18 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PXI as of March 2025 is 46.20. This means that PXI is currently overvalued and has a potential downside of 9.3%.
Is PXI a buy, sell or hold?
Invesco DWA Energy Momentum has no consensus analysts rating.
What are the forecast for PXI stock price target?
According to ValueRays Forecast Model, PXI Invesco DWA Energy Momentum will be worth about 52.8 in March 2026. The stock is currently trading at 42.27. This means that the stock has a potential upside of +24.96%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 52.8 25%