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

ETF | Large Blend |

Last Closing

USD 47.93

Change

0.00 (0.00)%

Market Cap

N/A

Volume

7.65M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Large Blend

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

N/A

N/A
XRLX FundX Investment Trust 6.72 % 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 -4.06% 8% B- 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.06% 8% B- 27% F
Trailing 12 Months  
Capital Gain 16.14% 100% F 82% B
Dividend Return 0.87% 26% F 13% F
Total Return 17.01% 100% F 79% B-
Trailing 5 Years  
Capital Gain 123.68% 99% N/A 84% B
Dividend Return 8.39% 15% F 20% F
Total Return 132.07% 99% N/A 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.99% 61% D- 73% C
Dividend Return 14.75% 58% F 70% C-
Total Return 0.77% 7% C- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 27.98% 7% C- 38% F
Risk Adjusted Return 52.74% 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.