Invesco Sp 500 Etf Performance
| EQL-U Etf | USD 28.39 0.02 0.07% |
The etf retains a Market Volatility (i.e., Beta) of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco SP's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco SP is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco SP 500 are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating basic indicators, Invesco SP may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Is Invesco SP 500 Equal Weight Consumer Staples ETF a Strong ETF Right Now - Yahoo Finance | 11/20/2024 |
Invesco |
Invesco SP Relative Risk vs. Return Landscape
If you would invest 2,647 in Invesco SP 500 on August 31, 2024 and sell it today you would earn a total of 192.00 from holding Invesco SP 500 or generate 7.25% return on investment over 90 days. Invesco SP 500 is generating 0.1155% of daily returns and assumes 0.7125% volatility on return distribution over the 90 days horizon. Simply put, 6% of etfs are less volatile than Invesco, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco SP 500, and traders can use it to determine the average amount a Invesco SP's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1621
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | EQL-U | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Invesco SP is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco SP by adding it to a well-diversified portfolio.
Invesco SP Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco SP, and Invesco SP fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
About Invesco SP Performance
Assessing Invesco SP's fundamental ratios provides investors with valuable insights into Invesco SP's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco SP is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
INVESCO SP is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Is Invesco SP 500 Equal Weight Consumer Staples ETF a Strong ETF Right Now - Yahoo Finance | |
| The fund retains 101.71% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.