XLG:NYE-Invesco S&P 500® Top 50 ETF (USD)

ETF | Large Blend |

Last Closing

USD 48.38

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.83M

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 XLG

XCOR FundX ETF 11.10 % 0.00 %

N/A

N/A
XRLX FundX Investment Trust 6.47 % 0.00 %

N/A

USD 0.06B

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 -87.17% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -87.17% 1% F 5% F
Trailing 12 Months  
Capital Gain -85.68% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -85.68% 1% F 5% F
Trailing 5 Years  
Capital Gain -77.42% 1% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -77.42% 1% F 9% A-
Average Annual (5 Year Horizon)  
Capital Gain 14.98% 88% B+ 77% C+
Dividend Return 15.78% 76% C+ 75% C
Total Return 0.80% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 24.58% 8% B- 43% F
Risk Adjusted Return 64.21% 22% F 80% 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:

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.