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

ETF | Large Blend |

Last Closing

USD 49.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.70M

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: 2025-01-11 )

Largest Industry Peers for Large Blend

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

N/A

N/A
XRLX FundX Investment Trust 6.66 % 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 -0.92% 41% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.92% 41% F 46% F
Trailing 12 Months  
Capital Gain 29.68% 99% N/A 87% B+
Dividend Return 0.94% 25% F 12% F
Total Return 30.63% 99% N/A 86% B+
Trailing 5 Years  
Capital Gain 107.09% 100% F 89% A-
Dividend Return 7.52% 18% F 22% F
Total Return 114.61% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.89% 61% D- 73% C
Dividend Return 14.66% 54% F 70% C-
Total Return 0.77% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.95% 7% C- 39% F
Risk Adjusted Return 52.47% 17% F 66% 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 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.