Invesco US Consumer Discretionary Sector UCITS ETF (XLYP.L)
XLYP.L is a passive ETF by Invesco tracking the investment results of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. XLYP.L launched on Dec 16, 2009 and has a 0.14% expense ratio.
ETF Info
| ISIN | IE00B449XP68 |
|---|---|
| WKN | A0YHMR |
| Issuer | Invesco |
| Inception Date | Dec 16, 2009 |
| Category | Consumer Discretionary Equities |
| Index Tracked | Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
XLYP.L features an expense ratio of 0.14%, falling within the medium range.
Share Price Chart
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Popular comparisons: XLYP.L vs. XLY
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Invesco US Consumer Discretionary 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 Consumer Discretionary Sector UCITS ETF had a return of -0.53% year-to-date (YTD) and 20.56% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.53% | 5.57% |
| 1 month | -2.96% | -4.16% |
| 6 months | 13.47% | 20.07% |
| 1 year | 20.56% | 20.82% |
| 5 years (annualized) | 10.52% | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.85% | 6.38% | 0.21% | |||||||||
| 2023 | -6.34% | 6.74% | 6.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XLYP.L is 65, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Invesco US Consumer Discretionary Sector UCITS ETF(XLYP.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco US Consumer Discretionary Sector UCITS ETF (XLYP.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 Consumer Discretionary 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 Consumer Discretionary Sector UCITS ETF was 30.40%, occurring on May 24, 2022. The portfolio has not yet recovered.
The current Invesco US Consumer Discretionary Sector UCITS ETF drawdown is 7.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.4% | Nov 23, 2021 | 124 | May 24, 2022 | — | — | — |
| -29.89% | Feb 20, 2020 | 20 | Mar 18, 2020 | 53 | Jun 5, 2020 | 73 |
| -18.33% | Sep 5, 2018 | 79 | Dec 24, 2018 | 71 | Apr 5, 2019 | 150 |
| -13.54% | Feb 9, 2021 | 19 | Mar 5, 2021 | 20 | Apr 6, 2021 | 39 |
| -13.48% | Dec 3, 2015 | 48 | Feb 11, 2016 | 13 | Mar 1, 2016 | 61 |
Volatility
Volatility Chart
The current Invesco US Consumer Discretionary Sector UCITS ETF volatility is 5.08%, 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.