Invesco S&P 500 Low Volatility ETF (SPLV.K)

At A Glance

You hold SPLV.K in 0 portfolios

Price

65.00USD

0.00 0.00%

4:10pm EST

Category
US Diversified Equity
YTD Return (Cumulative)
 -5.28%
Classification
Multi-Cap Value
3 Year Return (Annualized)
 16.10%
52 Week High
$68.86
52 Week Low
$53.62
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

SPLV.K — More Risk, More Return

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SPLV.K outperforms 10 funds in its category for 3 Year Return, which is lower than the category median.

SPLV.K has a higher risk than 67 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare SPLV.K to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.25
 
 
SPLV.K
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$150 in fees
$20,421 before
 
$20,271 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jan 24, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
SPLV.K15.3460.639-0.370.750.78
Lipper Mlt-Cap Value IX
Lipper Classification Index
22.0550.5730.2510.5860.713
S&P 500 TR IX
Broad-Based Index
18.4871.052-0.3660.7480.784

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