Invesco Sp 500 Etf Performance
| SPHQ Etf | USD 68.11 0.47 0.69% |
The etf retains a Market Volatility (i.e., Beta) of 0.3, 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
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco SP 500 are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical indicators, Invesco SP is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Invesco SP 500 Quality ETF Shares Sold by Financial Advocates Investment Management | 10/31/2024 |
2 | If You Like SPHQ, Look to Quality ETFs XMHQ XSHQ - ETF Trends | 11/15/2024 |
3 | When Moves Investors should Listen - Stock Traders Daily | 12/06/2024 |
4 | Stonehearth Capital Management LLC Has 1.31 Million Holdings in Invesco SP 500 Quality ETF | 01/07/2025 |
| In Threey Sharp Ratio | 0.39 |
Invesco |
Invesco SP Relative Risk vs. Return Landscape
If you would invest 6,713 in Invesco SP 500 on October 22, 2024 and sell it today you would earn a total of 98.00 from holding Invesco SP 500 or generate 1.46% return on investment over 90 days. Invesco SP 500 is currently generating 0.0262% in daily expected returns and assumes 0.7586% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Invesco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 = 0.0346
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SPHQ |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Invesco SP is performing at about 2% 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.
| Return On Equity | 1.43 | |||
| Return On Asset | 1.42 | |||
| Profit Margin | 0.64 % | |||
| Price To Earning | 18.50 X | |||
| Price To Book | 5.60 X | |||
| Price To Sales | 1.97 X | |||
| Revenue | 2.98 M | |||
| Cash And Equivalents | 294 | |||
| Earnings Per Share | 0.27 X | |||
| Total Asset | 3.15 B | |||
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.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. SP 500 is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Stonehearth Capital Management LLC Has 1.31 Million Holdings in Invesco SP 500 Quality ETF | |
| The fund maintains all of its assets in stocks |
Check out World Market Map 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 rate. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of Invesco SP 500 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco SP's market value can be influenced by many factors that don't directly affect Invesco SP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.