HDLV:XETRA:XETRA-Invesco S&P 500 High Dividend Low Volatility UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 31.19

Change

+0.03 (+0.08)%

Market Cap

USD 0.31B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-28 )

ETFs Containing HDLV: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 7.24% 55% F 57% F
Dividend Return 1.05% 52% F 31% F
Total Return 8.28% 59% D- 60% D-
Trailing 12 Months  
Capital Gain 9.65% 49% F 53% F
Dividend Return 1.07% 40% F 23% F
Total Return 10.72% 52% F 54% F
Trailing 5 Years  
Capital Gain 11.15% 38% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.15% 38% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 4.01% 50% F 49% F
Dividend Return 5.26% 53% F 51% F
Total Return N/A 32% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 18.71% 23% F 36% F
Risk Adjusted Return 28.09% 45% F 46% F
Market Capitalization 0.31B 57% F 50% 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:

There is nothing we particularly like

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 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.