XMHQ:NYE-Invesco S&P MidCap Quality ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 101.99

Change

-1.87 (-1.80)%

Market Cap

USD 4.71B

Volume

0.28M

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: 2024-06-14 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.52 (+0.90%)

USD 82.77B
VO Vanguard Mid-Cap Index Fund ET..

+1.48 (+0.61%)

USD 64.04B
IWR iShares Russell Mid-Cap ETF

+0.48 (+0.60%)

USD 33.37B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+4.90 (+0.92%)

USD 21.53B
VXF Vanguard Extended Market Index..

+1.22 (+0.73%)

USD 18.26B
SCHM Schwab U.S. Mid-Cap ETF

+0.62 (+0.80%)

USD 11.14B
SPMD SPDR Russell Small Cap Complet..

+0.41 (+0.80%)

USD 10.05B
JHMM John Hancock Multifactor Mid C..

+0.40 (+0.73%)

USD 3.69B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.86 (+0.88%)

USD 1.98B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.88B

ETFs Containing XMHQ

XNAV FundX Aggressive ETF 5.02 % 0.00 %

+0.72 (+1.05%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.97% 100% F 87% B+
Dividend Return 0.23% 12% F 8% B-
Total Return 15.20% 100% F 85% B
Trailing 12 Months  
Capital Gain 30.51% 100% F 89% A-
Dividend Return 0.82% 21% F 10% F
Total Return 31.32% 100% F 88% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 18.41% 100% F 83% B
Dividend Return 19.33% 100% F 82% B
Total Return 0.92% 21% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 24.45% 21% F 44% F
Risk Adjusted Return 79.06% 100% F 98% N/A
Market Capitalization 4.71B 63% D 75% C

Annual Financials (USD)

Quarterly Financials (USD)

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.