The investment seeks to track the investment results (before fees and expenses) of the Invesco Investment Grade Value Index (the underlying index). The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index is designed to provide exposure to higher value, U.S. investment grade bonds. In addition, the underlying index seeks to incorporate securities with the highest quality scores (within the eligible universe of U.S. investment grade bonds) as determined by the index provider. The fund is non-diversified.
|LQD||iShares iBoxx $ Investment Gra..||0.15 %||
|SPIB||SPDR Portfolio Intermediate Te..||0.07 %||
|QLTA||iShares Aaa - A Rated Corporat..||0.15 %||
|FLCO||Franklin Liberty Investment Gr..||0.35 %||
|CORP||PIMCO Investment Grade Corpora..||0.20 %||
|GIGB||Goldman Sachs Access Investmen..||0.14 %||
|LQDH||iShares Interest Rate Hedged C..||0.24 %||
|FCOR||Fidelity Corporate Bond ETF||0.36 %||
|IBD||Inspire Corporate Bond Impact ..||0.50 %||
|KORP||American Century Diversified C..||0.29 %||
|Market Performance vs.
Industry/Classification (Corporate Bond)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||4.83%||77%||C+||92%||A-|
|Risk Adjusted Return||71.96%||79%||C+||63%||D|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
The company has under performed its peers on annual average total returns in the past 5 years.