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

ETF | Others |

Last Closing

USD 32.52

Change

-0.66 (-1.99)%

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: 2024-08-02 )

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 11.81% 88% B+ 85% B
Dividend Return 1.05% 40% F 26% F
Total Return 12.86% 90% A- 86% B+
Trailing 12 Months  
Capital Gain 12.76% 72% C 72% C
Dividend Return 1.06% 31% F 20% F
Total Return 13.82% 74% C 73% C
Trailing 5 Years  
Capital Gain 13.83% 40% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.83% 40% F 43% F
Average Annual (5 Year Horizon)  
Capital Gain 4.76% 51% F 50% F
Dividend Return 6.03% 55% F 53% F
Total Return 1.27% 45% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 18.24% 24% F 37% F
Risk Adjusted Return 33.06% 46% F 48% F
Market Capitalization 0.31B 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:

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.