Invesco Etf Three Year Return
Fundamental analysis of Invesco allows traders to better anticipate movements in Invesco's stock price by examining its financial health and performance throughout various phases of its business cycle.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Invesco ETF Three Year Return Analysis
Invesco's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Three Year Return | 4.74 % |
Most of Invesco's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionInvesco Three Year Return Component Assessment
Based on the latest financial disclosure, Invesco has a Three Year Return of 4.74%. This is 61.71% lower than that of the Invesco family and 42.96% lower than that of the Consumer Cyclical category. The three year return for all United States etfs is 46.75% lower than that of the firm.
Invesco Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Invesco could also be used in its relative valuation, which is a method of valuing Invesco by comparing valuation metrics of similar companies.Invesco is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for Invesco
The fund invests 99.84% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Invesco's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Return On Equity | 0.0049 | |||
| Return On Asset | 0.0045 | |||
| Profit Margin | 45.53 % | |||
| Price To Earning | 2.10 X | |||
| Price To Book | 2.74 X | |||
| Price To Sales | 2.05 X | |||
| Revenue | 1.66 M | |||
| Gross Profit | 539.86 K | |||
| Net Income | 881.04 K | |||
| Cash And Equivalents | 276 | |||
| Earnings Per Share | (2.97) X | |||
| Market Capitalization | 75.53 M | |||
| Total Asset | 30.37 M | |||
| One Year Return | (35.14) % | |||
| Three Year Return | 4.74 % | |||
| Five Year Return | 6.04 % | |||
| Ten Year Return | 8.68 % | |||
| Net Asset | 30.37 M | |||
| Last Dividend Paid | 0.041 | |||
| Equity Positions Weight | 99.84 % |
Thematic Opportunities
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Other Tools for Invesco Etf
When running Invesco's price analysis, check to measure Invesco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco is operating at the current time. Most of Invesco's value examination focuses on studying past and present price action to predict the probability of Invesco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco's price. Additionally, you may evaluate how the addition of Invesco to your portfolios can decrease your overall portfolio volatility.
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