SPVG:LSE:LSE-Invesco S&P 500 VEQTOR UCITS ETF (GBX)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 2136

Change

0.00 (0.00)%

Market Cap

USD 4.05M

Volume

0.14M

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: 2020-04-08 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing SPVG:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Large-Cap Blend Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.35% 100% F 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.35% 100% F 93% A
Trailing 12 Months  
Capital Gain 3.29% 93% A 82% B
Dividend Return 0.00% 5% F 1% F
Total Return 3.29% 93% A 80% B-
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 7.34% 19% F 62% D
Dividend Return 7.35% 18% F 58% F
Total Return 0.01% 26% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 6.87% 89% A- 87% B+
Risk Adjusted Return 106.96% 33% F 91% A-
Market Capitalization 4.05M 8% B- 9% A-

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:
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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.