SPVU:NYE-Invesco S&P 500® Enhanced Value ETF (USD)

ETF | Large Value |

Last Closing

USD 49.6983

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.18K

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-21 )

ETFs Containing SPVU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.41% 24% F 65% D
Dividend Return 1.43% 56% F 33% F
Total Return 13.84% 22% F 62% D
Trailing 12 Months  
Capital Gain 22.57% 33% F 67% D+
Dividend Return 2.44% 62% D 37% F
Total Return 25.01% 33% F 65% D
Trailing 5 Years  
Capital Gain 40.56% 31% F 67% D+
Dividend Return 9.24% 21% F 32% F
Total Return 49.80% 25% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 12.14% 73% C 73% C
Dividend Return 13.83% 69% C- 72% C
Total Return 1.69% 27% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 23.87% 6% D- 43% F
Risk Adjusted Return 57.92% 15% F 75% C
Market Capitalization N/A N/A N/A N/A N/A

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 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.