HDLG:LSE:LSE-Invesco S&P 500 High Dividend Low Volatility UCITS ETF (GBX)

ETF | Others |

Last Closing

USD 2631.5

Change

0.00 (0.00)%

Market Cap

USD 0.34B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-05 )

Largest Industry Peers for Others

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0R1E:LSE Nintendo Co. Ltd.

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0R1O:LSE Amazon.com Inc.

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0R1I:LSE NVIDIA Corp.

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USD 618.20B
0R1G:LSE Home Depot Inc.

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USD 373.16B
XDJP:LSE Xtrackers Nikkei 225 UCITS ETF..

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USD 330.91B

ETFs Containing HDLG:LSE

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 4.30% 53% F 56% F
Dividend Return 0.01% 30% F 24% F
Total Return 4.31% 52% F 56% F
Trailing 12 Months  
Capital Gain 6.25% 44% F 53% F
Dividend Return 0.02% 25% F 23% F
Total Return 6.27% 42% F 53% F
Trailing 5 Years  
Capital Gain 6.93% 35% F 48% F
Dividend Return 0.05% 16% F 9% A-
Total Return 6.98% 31% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 1.99% 41% F 50% F
Dividend Return 1.99% 40% F 49% F
Total Return 0.01% 11% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 16.54% 45% F 59% D-
Risk Adjusted Return 12.06% 40% F 52% F
Market Capitalization 0.34B 63% D 55% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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.