XAT1:XETRA:XETRA-Invesco AT1 Capital Bond ETF EUR Hedged Dist (EUR)

ETF | Others |

Last Closing

USD 16.028

Change

+0.03 (+0.16)%

Market Cap

USD 0.27B

Volume

0.02M

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: 2024-03-28 )

ETFs Containing XAT1:XETRA

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 0.58% 28% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.58% 28% F 32% F
Trailing 12 Months  
Capital Gain 9.03% 47% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.03% 47% F 51% F
Trailing 5 Years  
Capital Gain -19.47% 9% A- 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -19.47% 9% A- 14% F
Average Annual (5 Year Horizon)  
Capital Gain -6.32% 8% B- 11% F
Dividend Return -4.60% 11% F 14% F
Total Return N/A 85% B 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 8.10% 68% D+ 75% C
Risk Adjusted Return -56.84% 12% F 12% F
Market Capitalization 0.27B 56% F 50% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.