Invesco S&P 500 High Dividend Low Volatility UCITS ETF | HDLV

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearBelow AverageAbove Average1 star
10-Year--Not Rated
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco S&P 500 High Dividend Low Volatility UCITS ETF | HDLV
  • Morningstar US High Div Yld NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev12.11 %
3-Yr Mean Return13.34 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar US High Div Yld NR USD  Morningstar US High Div Yld NR USD
3-Yr Beta1.011.01
3-Yr Alpha0.580.58
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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