UPGD 📈 Invesco Exchange-Traded - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Mid-Cap Blend
UPGD: Equity, Securities
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ('ANR'), an affiliate of the index provider.
Additional Sources for UPGD ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
UPGD ETF Overview
| Market Cap in USD | 108m |
| Category | Mid-Cap Blend |
| TER | 0.40% |
| IPO / Inception | 2006-05-19 |
UPGD ETF Ratings
| Growth 5y | 58.3% |
| Fundamental | - |
| Dividend | 49.5% |
| Rel. Strength Industry | -29.8 |
| Analysts | - |
| Fair Price Momentum | 69.27 USD |
| Fair Price DCF | - |
UPGD Dividends
| Dividend Yield 12m | 1.25% |
| Yield on Cost 5y | 1.91% |
| Annual Growth 5y | 43.89% |
| Payout Consistency | 59.8% |
UPGD Growth Ratios
| Growth Correlation 3m | -32.2% |
| Growth Correlation 12m | 91.5% |
| Growth Correlation 5y | 71.8% |
| CAGR 5y | 8.96% |
| CAGR/Mean DD 5y | 0.96 |
| Sharpe Ratio 12m | 1.12 |
| Alpha | -10.01 |
| Beta | 1.15 |
| Volatility | 13.99% |
| Current Volume | 1.1k |
| Average Volume 20d | 2.2k |
What is the price of UPGD stocks?
As of January 18, 2025, the stock is trading at USD 70.90 with a total of 1,100 shares traded.
Over the past week, the price has changed by +3.64%, over one month by -0.45%, over three months by -0.92% and over the past year by +19.76%.
As of January 18, 2025, the stock is trading at USD 70.90 with a total of 1,100 shares traded.
Over the past week, the price has changed by +3.64%, over one month by -0.45%, over three months by -0.92% and over the past year by +19.76%.
Is Invesco Exchange-Traded a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco Exchange-Traded (NYSE ARCA:UPGD) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.25 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UPGD as of January 2025 is 69.27. This means that UPGD is currently overvalued and has a potential downside of -2.3%.
Partly, yes. Based on ValueRay Analyses, Invesco Exchange-Traded (NYSE ARCA:UPGD) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 58.25 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UPGD as of January 2025 is 69.27. This means that UPGD is currently overvalued and has a potential downside of -2.3%.
Is UPGD a buy, sell or hold?
Invesco Exchange-Traded has no consensus analysts rating.
Invesco Exchange-Traded has no consensus analysts rating.
What are the forecast for UPGD stock price target?
According to ValueRays Forecast Model, UPGD Invesco Exchange-Traded will be worth about 77.4 in January 2026. The stock is currently trading at 70.90. This means that the stock has a potential upside of +9.18%.
According to ValueRays Forecast Model, UPGD Invesco Exchange-Traded will be worth about 77.4 in January 2026. The stock is currently trading at 70.90. This means that the stock has a potential upside of +9.18%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 77.4 | 9.2% |