HDLV:F:F-Invesco Markets III plc - Invesco S&P 500 High Dividend Low Volatility UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 31.58

Change

+0.02 (+0.05)%

Market Cap

USD 0.41B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

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ETFs Containing HDLV:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.67% 56% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.67% 54% F 55% F
Trailing 12 Months  
Capital Gain 10.67% 54% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.67% 51% F 54% F
Trailing 5 Years  
Capital Gain 11.79% 40% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.79% 39% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 3.16% 56% F 58% F
Dividend Return 3.16% 54% F 53% F
Total Return N/A 86% B+ 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.95% 24% F 61% D-
Risk Adjusted Return 16.68% 46% F 52% F
Market Capitalization 0.41B 56% F 47% F

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.