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Invesco US Technology Sector UCITS ETF (XLKQ.L)

ETF · Currency in GBp · Last updated Feb 24, 2024

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.

Summary

ETF Info

ISINIE00B3VSSL01
WKNA0YHMJ
IssuerInvesco
Inception DateDec 16, 2009
CategoryTechnology Equities
Index TrackedMSCI World/Information Tech NR USD
DomicileIreland
Distribution PolicyAccumulating
Asset ClassEquity

Expense Ratio

The Invesco US Technology Sector UCITS ETF features an expense ratio of 0.14%, falling within the medium range.


0.14%
0.00%2.15%

Share Price Chart


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Performance

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.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2024February
27.32%
14.86%
XLKQ.L (Invesco US Technology Sector UCITS ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with XLKQ.L

Invesco US Technology Sector UCITS ETF

Popular comparisons: XLKQ.L vs. IITU.L, XLKQ.L vs. XLK, XLKQ.L vs. SMGB.L, XLKQ.L vs. USMC, XLKQ.L vs. IUIT.L, XLKQ.L vs. VGT, XLKQ.L vs. XLG, XLKQ.L vs. VUAA.L, XLKQ.L vs. SCHD, XLKQ.L vs. VUAG.L

Return

Invesco US Technology Sector UCITS ETF had a return of 11.91% year-to-date (YTD) and 53.05% in the last 12 months. Over the past 10 years, Invesco US Technology Sector UCITS ETF had an annualized return of 24.17%, outperforming the S&P 500 benchmark which had an annualized return of 10.70%.


PeriodReturnBenchmark
Year-To-Date11.91%6.69%
1 month4.20%4.52%
6 months27.32%15.50%
1 year53.05%26.83%
5 years (annualized)26.88%12.76%
10 years (annualized)24.17%10.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20244.95%
20232.13%0.94%-2.97%-1.41%8.70%4.71%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for Invesco US Technology Sector UCITS ETF (XLKQ.L) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
XLKQ.L
Invesco US Technology Sector UCITS ETF
2.80
^GSPC
S&P 500
2.23

Sharpe Ratio

The current Invesco US Technology Sector UCITS ETF Sharpe ratio is 2.80. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2024February
2.80
1.56
XLKQ.L (Invesco US Technology Sector UCITS ETF)
Benchmark (^GSPC)

Dividend History


Invesco US Technology Sector UCITS ETF doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2024February
-0.56%
-0.17%
XLKQ.L (Invesco US Technology Sector UCITS ETF)
Benchmark (^GSPC)

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 0.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.83%Dec 10, 2021126Jun 16, 2022235May 25, 2023361
-23.12%Feb 20, 202023Mar 23, 202039May 20, 202062
-20.33%Sep 4, 201880Dec 24, 201871Apr 5, 2019151
-14.81%Apr 14, 201593Aug 24, 201547Oct 29, 2015140
-10.76%Mar 13, 201812Mar 28, 201828May 10, 201840

Volatility Chart

The current Invesco US Technology Sector UCITS ETF volatility is 7.64%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2024February
7.64%
3.93%
XLKQ.L (Invesco US Technology Sector UCITS ETF)
Benchmark (^GSPC)