XAT1:XETRA:XETRA-Invesco AT1 Capital Bond ETF EUR Hedged Dist (EUR)

ETF | Others |

Last Closing

USD 16.2055

Change

+0.01 (+0.06)%

Market Cap

USD 0.27B

Volume

6.95K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

ETFs Containing XAT1:XETRA

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 1.69% 34% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.69% 33% F 36% F
Trailing 12 Months  
Capital Gain 8.14% 40% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.14% 40% F 44% F
Trailing 5 Years  
Capital Gain -19.49% 5% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.49% 5% F 12% F
Average Annual (5 Year Horizon)  
Capital Gain -5.72% 8% B- 12% F
Dividend Return -4.01% 13% F 15% F
Total Return N/A 86% B+ 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 8.38% 68% D+ 74% C
Risk Adjusted Return -47.84% 17% F 16% F
Market Capitalization 0.27B 54% F 48% 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.