Invesco US Technology Sector UCITS ETF (XLKQ.L)
XLKQ.L is a passive ETF by Invesco tracking the investment results of the MSCI World/Information Tech NR USD. XLKQ.L launched on Dec 16, 2009 and has a 0.14% expense ratio.
ETF Info
| ISIN | IE00B3VSSL01 |
|---|---|
| WKN | A0YHMJ |
| Issuer | Invesco |
| Inception Date | Dec 16, 2009 |
| Category | Technology Equities |
| Index Tracked | MSCI World/Information Tech NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
XLKQ.L has an expense ratio of 0.14%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco US Technology Sector UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco US Technology Sector UCITS ETF had a return of 25.46% year-to-date (YTD) and 41.10% in the last 12 months. Over the past 10 years, Invesco US Technology Sector UCITS ETF had an annualized return of 24.51%, outperforming the S&P 500 benchmark which had an annualized return of 10.58%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.46% | 13.20% |
| 1 month | -4.54% | -1.28% |
| 6 months | 15.36% | 10.32% |
| 1 year | 41.10% | 18.23% |
| 5 years (annualized) | 24.38% | 12.31% |
| 10 years (annualized) | 24.51% | 10.58% |
Monthly Returns
The table below presents the monthly returns of XLKQ.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.95% | 7.07% | 3.06% | -3.05% | 5.34% | 13.08% | 25.46% | ||||||
| 2023 | 7.04% | 2.88% | 7.00% | -2.19% | 13.46% | 3.43% | 2.13% | 0.94% | -2.97% | -1.41% | 8.70% | 4.71% | 51.84% |
| 2022 | -9.15% | -3.44% | 6.51% | -6.22% | -3.62% | -5.71% | 11.39% | -0.42% | -6.06% | 2.11% | -1.96% | -5.34% | -21.39% |
| 2021 | -0.65% | -0.16% | 2.69% | 5.03% | -3.34% | 9.33% | 2.68% | 5.03% | -2.93% | 4.56% | 8.24% | 2.79% | 37.68% |
| 2020 | 4.97% | -6.09% | -3.12% | 10.18% | 7.74% | 7.19% | -1.25% | 10.76% | -1.18% | -5.75% | 7.09% | 4.06% | 37.93% |
| 2019 | 3.91% | 5.72% | 6.63% | 5.94% | -4.29% | 7.11% | 9.73% | -3.55% | 1.02% | -1.28% | 5.67% | 1.77% | 44.38% |
| 2018 | 0.82% | 3.75% | -6.88% | 3.55% | 9.67% | 0.77% | 2.22% | 7.54% | -0.66% | -5.89% | -2.65% | -7.67% | 2.96% |
| 2017 | -0.01% | 6.18% | 1.42% | -1.65% | 4.21% | -3.31% | 2.89% | 5.02% | -3.14% | 7.56% | -0.44% | 1.44% | 21.34% |
| 2016 | -1.73% | 3.29% | 4.36% | -7.34% | 5.68% | 7.75% | 7.83% | 2.12% | 2.93% | 5.94% | -1.86% | 4.32% | 37.39% |
| 2015 | -0.14% | 4.29% | 0.85% | -0.70% | 1.58% | -6.84% | 3.46% | -3.33% | -0.83% | 8.83% | 2.69% | 0.81% | 10.27% |
| 2014 | -1.74% | 2.59% | 1.08% | -1.27% | 4.58% | 0.06% | 3.42% | 4.38% | 2.17% | 2.22% | 7.63% | -1.05% | 26.39% |
| 2013 | 3.29% | 4.12% | -3.39% | -2.10% | 6.48% | 0.63% | 1.75% | 10.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XLKQ.L is 90, placing it in the top 10% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco US Technology Sector UCITS ETF (XLKQ.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco US Technology Sector UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco US Technology Sector UCITS ETF was 23.83%, occurring on Jun 16, 2022. Recovery took 235 trading sessions.
The current Invesco US Technology Sector UCITS ETF drawdown is 8.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.83% | Dec 10, 2021 | 126 | Jun 16, 2022 | 235 | May 25, 2023 | 361 |
| -23.12% | Feb 20, 2020 | 23 | Mar 23, 2020 | 39 | May 20, 2020 | 62 |
| -20.33% | Sep 4, 2018 | 80 | Dec 24, 2018 | 71 | Apr 5, 2019 | 151 |
| -14.81% | Apr 14, 2015 | 93 | Aug 24, 2015 | 47 | Oct 29, 2015 | 140 |
| -10.76% | Mar 13, 2018 | 12 | Mar 28, 2018 | 28 | May 10, 2018 | 40 |
Volatility
Volatility Chart
The current Invesco US Technology Sector UCITS ETF volatility is 6.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.