HDLV:F:F-Invesco Markets III plc - Invesco S&P 500 High Dividend Low Volatility UCITS ETF (EUR)

ETF | Others |

Last Closing

USD 30.835

Change

+0.57 (+1.88)%

Market Cap

USD 0.41B

Volume

N/A

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: 2024-03-28 )

ETFs Containing HDLV:F

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 6.11% 60% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.11% 58% F 58% F
Trailing 12 Months  
Capital Gain 6.70% 51% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.70% 49% F 54% F
Trailing 5 Years  
Capital Gain 7.25% 39% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.25% 39% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 1.95% 56% F 59% D-
Dividend Return 1.95% 55% F 54% F
Total Return N/A 36% F 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 19.69% 21% F 54% F
Risk Adjusted Return 9.89% 49% F 52% F
Market Capitalization 0.41B 58% F 48% 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:

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.