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

ETF | Large Blend |

Last Closing

USD 46.94

Change

0.00 (0.00)%

Market Cap

N/A

Volume

2.06M

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: 2025-05-04 )

Largest Industry Peers for Large Blend

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

N/A

N/A
XRLX FundX Investment Trust 6.49 % 0.00 %

N/A

USD 0.05B

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 -6.04% 13% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.04% 13% F 30% F
Trailing 12 Months  
Capital Gain 12.76% 90% A- 79% B-
Dividend Return 0.65% 32% F 11% F
Total Return 13.40% 89% A- 76% C+
Trailing 5 Years  
Capital Gain 113.91% 99% N/A 79% B-
Dividend Return 7.75% 13% F 17% F
Total Return 121.66% 99% N/A 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.43% 62% D 74% C
Dividend Return 13.17% 61% D- 72% C
Total Return 0.74% 10% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 27.00% 7% C- 36% F
Risk Adjusted Return 48.78% 17% F 64% 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.