SPHQ:NYE-Invesco S&P 500® Quality ETF (USD)

ETF | Large Blend |

Last Closing

USD 68.07

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.63M

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: 2024-10-20 )

Largest Industry Peers for Large Blend

ETFs Containing SPHQ

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 25.87% 92% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.87% 92% A 82% B
Trailing 12 Months  
Capital Gain 36.91% 63% D 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.91% 63% D 76% C+
Trailing 5 Years  
Capital Gain 102.11% 90% A- 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 102.11% 90% A- 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.91% 86% B+ 77% C+
Dividend Return 15.98% 82% B 75% C
Total Return 1.07% 21% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 17.48% 75% C 59% D-
Risk Adjusted Return 91.40% 92% A 95% A
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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.