XRLV:NYE-Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.8071

Change

0.00 (0.00)%

Market Cap

N/A

Volume

24.00

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 )

Largest Industry Peers for Large Blend

ETFs Containing XRLV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.52% 22% F 68% D+
Dividend Return 1.43% 94% A 33% F
Total Return 14.95% 26% F 65% D
Trailing 12 Months  
Capital Gain 17.46% 8% B- 57% F
Dividend Return 2.20% 96% N/A 34% F
Total Return 19.66% 7% C- 53% F
Trailing 5 Years  
Capital Gain 36.61% 15% F 65% D
Dividend Return 8.02% 58% F 26% F
Total Return 44.63% 14% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.28% 14% F 62% D
Dividend Return 8.63% 12% F 59% D-
Total Return 1.35% 65% D 31% F
Risk Return Profile  
Volatility (Standard Deviation) 13.02% 89% A- 70% C-
Risk Adjusted Return 66.31% 26% F 82% B
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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.