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

ETF | Large Blend |

Last Closing

USD 48.56

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.79M

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: 2024-11-16 )

Largest Industry Peers for Large Blend

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

N/A

N/A
XRLX FundX Investment Trust 6.51 % 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 28.74% 94% A 85% B
Dividend Return 0.72% 11% F 10% F
Total Return 29.46% 94% A 84% B
Trailing 12 Months  
Capital Gain 33.63% 96% N/A 81% B-
Dividend Return 0.99% 10% F 11% F
Total Return 34.61% 94% A 80% B-
Trailing 5 Years  
Capital Gain 115.19% 100% F 87% B+
Dividend Return 7.97% 18% F 21% F
Total Return 123.16% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.34% 57% F 73% C
Dividend Return 14.12% 49% F 70% C-
Total Return 0.78% 8% B- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.66% 7% C- 39% F
Risk Adjusted Return 51.07% 17% F 67% D+
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 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.

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.