Invesco S&P 500 Low Volatility ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$64.01
- Net Assets:$0 Million
- NAV:$63.98
- Premium0.05%
- Peer Rank:296 of 559
- Investment Rating:C+
- Performance:C+
- RiskB-
We rate Invesco S&P 500 Low Vol at C+. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks above peers over the last three years. The Invesco S&P 500 Low Vol has returned an annual rate of 10.13% since inception. More recently, the fund has generated a total return of 6.40% in the last five years, 7.36% in the last three years, and 5.90% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 55% of them. It has also outpaced 72% of its competitors on a three year basis and 33% of them over the last year for the period ending 2/29/2024. On a year to date basis, SPLV has returned 2.54%.
Downside risk has been below average. SPLV has a draw down risk of -15.74%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 14.2%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As SPLV is an exchange traded fund, it has no front end or back end load.
The Invesco S&P 500 Low Vol is managed by Michael C. Jeanette at Invesco Capital Management LLC. This fund is one of 201 Invesco Capital Management LLC exchange-traded funds launched since 3/10/1999 that we track.