SPEX:LSE:LSE-Invesco S&P 500 Equal Weight Index ETF Acc GBP (GBX)

ETF | Others |

Last Closing

USD 4289

Change

+21.00 (+0.49)%

Market Cap

USD 0.14B

Volume

3.57K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XMTD:LSE Xtrackers MSCI Taiwan UCITS ET..

+0.95 (+1.53%)

USD 292,109.19B
0R15:LSE SoftBank Group Corp.

+196.00 (+2.40%)

USD 9,217.80B
0R1E:LSE Nintendo Co. Ltd.

-121.00 (-1.43%)

USD 7,596.04B
0R1O:LSE Amazon.com Inc.

+6.75 (+3.73%)

USD 1,607.29B
LCJP:LSE Lyxor Core MSCI Japan (DR) UCI..

-0.15 (-1.10%)

USD 642.91B
LCJD:LSE Amundi MSCI Japan (DR) UCITS E..

-0.17 (-0.99%)

USD 636.40B
0R1I:LSE NVIDIA Corp.

-2.75 (-0.29%)

USD 618.20B
0R1G:LSE Home Depot Inc.

N/A

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

-20.00 (-0.99%)

USD 330.91B
0QZK:LSE Coca-Cola Co.

+0.25 (+0.40%)

USD 266.08B

ETFs Containing SPEX: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 4.39% 54% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.39% 53% F 56% F
Trailing 12 Months  
Capital Gain 16.30% 68% D+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.30% 68% D+ 70% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.42% 44% F 52% F
Dividend Return 2.42% 42% F 51% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 5.00% 86% B+ 93% A
Risk Adjusted Return 48.32% 65% D 77% C+
Market Capitalization 0.14B 51% F 44% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.