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

ETF | Others |

Last Closing

USD 33.09

Change

-0.21 (-0.63)%

Market Cap

USD 0.32B

Volume

1.17K

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: 2024-07-05 )

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ETFs Containing HDLV:LSE

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 2.83% 44% F 49% F
Dividend Return 1.89% 74% C 85% B
Total Return 4.72% 50% F 54% F
Trailing 12 Months  
Capital Gain 5.72% 35% F 45% F
Dividend Return 1.94% 56% F 78% C+
Total Return 7.66% 38% F 48% F
Trailing 5 Years  
Capital Gain 2.45% 34% F 46% F
Dividend Return 5.77% 58% F 69% C-
Total Return 8.21% 34% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 3.17% 46% F 53% F
Dividend Return 3.99% 48% F 54% F
Total Return 0.83% 55% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 16.53% 43% F 59% D-
Risk Adjusted Return 24.16% 49% F 60% D-
Market Capitalization 0.32B 62% D 46% F

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:

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 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.

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.