XMHQ:NYE-Invesco S&P MidCap Quality ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 109.75

Change

+1.09 (+1.00)%

Market Cap

USD 3.96B

Volume

0.30M

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: 2024-03-27 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
VXF Vanguard Extended Market Index..

+1.34 (+0.81%)

USD 103.55B
IJH iShares Core S&P Mid-Cap ETF

+0.14 (+0.24%)

USD 85.06B
VO Vanguard Mid-Cap Index Fund ET..

+0.57 (+0.24%)

USD 61.53B
IWR iShares Russell Mid-Cap ETF

+0.25 (+0.31%)

USD 32.75B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.52 (+0.29%)

USD 22.34B
SCHM Schwab U.S. Mid-Cap ETF

+0.33 (+0.43%)

USD 10.83B
SPMD SPDR Russell Small Cap Complet..

+0.12 (+0.24%)

USD 9.78B
JHMM John Hancock Multifactor Mid C..

+0.16 (+0.29%)

USD 3.59B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.24 (+0.25%)

USD 1.89B
JKG iShares Morningstar Mid-Cap ET..

N/A

USD 0.82B

ETFs Containing XMHQ

XNAV FundX Aggressive ETF 5.29 % 0.00 %

+1.15 (+1.90%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.72% 100% F 94% A
Dividend Return 0.23% 12% F 11% F
Total Return 23.95% 100% F 94% A
Trailing 12 Months  
Capital Gain 52.26% 100% F 91% A-
Dividend Return 0.89% 11% F 9% A-
Total Return 53.15% 100% F 91% A-
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 15.89% 100% F 82% B
Dividend Return 16.76% 100% F 80% B-
Total Return 0.87% 16% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 23.95% 42% F 48% F
Risk Adjusted Return 69.96% 100% F 92% A
Market Capitalization 3.96B 63% D 74% C

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.