XSVM:NYE-Invesco S&P SmallCap Value with Momentum ETF (USD)

ETF | Small Value |

Last Closing

USD 58.82

Change

0.00 (0.00)%

Market Cap

USD 0.86B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

-2.64 (-1.23%)

USD 31.10B
IJS iShares S&P Small-Cap 600 Valu..

-2.02 (-1.73%)

USD 7.03B
DES WisdomTree U.S. SmallCap Divid..

-0.47 (-1.26%)

USD 2.01B
XSLV Invesco S&P SmallCap Low Volat..

-0.44 (-0.86%)

USD 0.33B
JKL iShares Morningstar Small-Cap ..

N/A

N/A
RZV Invesco S&P SmallCap 600® Pur..

-2.16 (-1.84%)

N/A
SLYV SPDR® S&P 600 Small Cap Value..

-1.67 (-1.77%)

N/A
FDM First Trust Dow Jones Select M..

-1.03 (-1.43%)

N/A
PXSV Invesco S&P SmallCap Value wit..

-0.88 (-1.47%)

N/A
RFV Invesco S&P MidCap 400® Pure ..

-1.95 (-1.53%)

N/A

ETFs Containing XSVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.58% 73% C 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.58% 73% C 55% F
Trailing 12 Months  
Capital Gain 25.74% 54% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.74% 54% F 65% D
Trailing 5 Years  
Capital Gain 80.48% 85% B 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 80.48% 85% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 24.46% 100% F 85% B
Dividend Return 25.63% 100% F 84% B
Total Return 1.18% 54% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 42.34% 15% F 23% F
Risk Adjusted Return 60.54% 77% C+ 76% C+
Market Capitalization 0.86B 40% F 55% F

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.

What to not like:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.