ducovest

PQVM:PA:PA-Invesco S&P 500 QVM UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 57.95

Change

-0.09 (-0.16)%

Market Cap

USD 0.06B

Volume

88.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: EUR

Country : France

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
JPX4:PA Amundi Index Solutions - Amund..

N/A

 USD 61.38B
SPY5:PA SPDR® S&P 500 UCITS ETF EUR

N/A

 USD 13.43B
WRD:PA HSBC MSCI World UCITS ETF

N/A

 USD 11.05B
SP5C:PA Lyxor S&P 500 UCITS ETF - C-EU..

N/A

 USD 9.62B
EQQQ:PA Invesco EQQQ NASDAQ-100 UCITS ..

N/A

 USD 8.88B
MEUD:PA Amundi Stoxx Europe 600 UCITS ..

N/A

 USD 8.55B
HHH:PA HSBC S&P 500 UCITS ETF

N/A

 USD 7.68B
WLD:PA Lyxor UCITS MSCI World D-EUR

N/A

 USD 7.63B
LCWD:PA Multi Units Luxembourg - Lyxor..

N/A

 USD 6.83B
S500:PA Amundi S&P 500 ESG UCITS ETF A..

N/A

 USD 5.48B

ETFs Containing PQVM:PA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 37.93% 93% A 93% A
Dividend Return 1.11% 13% F 12% F
Total Return 39.04% 94% A 93% A
Trailing 12 Months  
Capital Gain 37.93% 93% A 93% A
Dividend Return 1.11% 13% F 12% F
Total Return 39.04% 94% A 93% A
Trailing 5 Years  
Capital Gain 90.81% 91% A- 90% A-
Dividend Return 8.91% 32% F 32% F
Total Return 99.73% 92% A 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 16.87% 86% B+ 81% B-
Dividend Return 18.19% 87% B+ 80% B-
Total Return 1.32% 46% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 15.54% 34% F 63% D
Risk Adjusted Return 117.09% 95% A 97% N/A
Market Capitalization 0.06B 19% F 37% F

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.