ducovest

SPVX:LSE:LSE-Invesco S&P 500 VEQTOR UCITS ETF (USD)

ETF | US Large-Cap Blend Equity |

Last Closing

USD 27.28

Change

0.00 (0.00)%

Market Cap

USD 3.92M

Volume

2.31K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : UK

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for US Large-Cap Blend Equity

ETFs Containing SPVX: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 4.42% 81% B- 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.42% 81% B- 83% B
Trailing 12 Months  
Capital Gain 6.96% 3% F 46% F
Dividend Return 0.67% 46% F 28% F
Total Return 7.63% 3% F 44% F
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 3.27% 4% F 45% F
Dividend Return 3.31% 4% F 40% F
Total Return 0.03% 44% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 8.05% 82% B 83% B
Risk Adjusted Return 41.09% 8% B- 51% F
Market Capitalization 3.92M 8% B- 8% B-

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:
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.