Invesco Sp 500 Etf Performance
| PHDG Etf | USD 35.91 0.20 0.55% |
The etf retains a Market Volatility (i.e., Beta) of -0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco SP are expected to decrease at a much lower rate. During the bear market, Invesco SP is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco SP 500 are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady fundamental indicators, Invesco SP may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
| In Threey Sharp Ratio | 0.05 |
Invesco SP Relative Risk vs. Return Landscape
If you would invest 3,337 in Invesco SP 500 on April 30, 2025 and sell it today you would earn a total of 254.00 from holding Invesco SP 500 or generate 7.61% return on investment over 90 days. Invesco SP 500 is currently generating 0.1199% in daily expected returns and assumes 0.5623% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Invesco, and 98% 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 = 0.2133
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Estimated Market Risk
| 0.56 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Invesco SP is performing at about 16% 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.
| Price To Earning | 19.38 X | |||
| Price To Book | 2.70 X | |||
| Price To Sales | 1.90 X | |||
| Total Asset | 271.35 M | |||
About Invesco SP Performance
By analyzing Invesco SP's fundamental ratios, stakeholders can gain valuable insights into Invesco SP's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco SP has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco SP has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund seeks to achieve its investment objective by allocating its assets generally among the components of the SP 500 Dynamic VEQTOR Index. SP 500 is traded on NYSEARCA Exchange in the United States.