Invesco Competitors
| IIM Stock | USD 12.62 0.15 1.20% |
Invesco Value vs Hartford Balanced Correlation
Modest diversification
The correlation between Invesco Value Municipal and ITTAX is 0.24 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Invesco Value Municipal and ITTAX in the same portfolio, assuming nothing else is changed.
Invesco Value Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Value and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Value Municipal does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Invesco Stock performing well and Invesco Value Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Value's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IQI | 0.28 | 0.03 | (0.20) | (0.59) | 0.24 | 0.70 | 1.71 | |||
| VCV | 0.55 | 0.01 | (0.09) | (0.72) | 0.78 | 1.53 | 3.42 | |||
| VGM | 0.35 | 0.06 | (0.05) | 12.43 | 0.36 | 0.77 | 2.24 | |||
| VKQ | 0.37 | 0.05 | (0.08) | 3.39 | 0.33 | 0.83 | 2.01 | |||
| VMO | 0.32 | 0.05 | (0.11) | (7.83) | 0.25 | 0.73 | 1.36 | |||
| VVR | 0.42 | 0.04 | (0.04) | 0.25 | 0.39 | 0.93 | 3.11 | |||
| VKI | 0.41 | 0.06 | (0.06) | (1.10) | 0.41 | 1.01 | 2.55 | |||
| BIT | 0.28 | 0.03 | (0.14) | 0.49 | 0.24 | 0.62 | 1.56 | |||
| HAFCX | 0.23 | 0.04 | (0.13) | 2.68 | 0.15 | 0.50 | 1.39 | |||
| ITTAX | 0.23 | 0.05 | (0.11) | 3.32 | 0.18 | 0.46 | 1.40 |
Cross Equities Net Income Analysis
Compare Invesco Value Municipal and related stocks such as Invesco Quality Municipal, Invesco California Value, and Invesco Trust For Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IQI | 34.1 M | 38.5 M | 38.5 M | (25 M) | 93.1 M | 5.4 M | 5.4 M | 26.5 M | 24.3 M | 4.5 M | 4.5 M | (4.5 M) | (87.8 M) | 19.9 M | 19.9 M | 44.7 M | 47 M |
| VCV | 33.3 M | 49.4 M | 49.4 M | (8.1 M) | 83.6 M | 752.4 K | 752.4 K | 17.8 M | 20 M | 4.2 M | 4.2 M | (204.8 K) | (72.6 M) | 17.5 M | 17.5 M | 44 M | 46.2 M |
| VGM | 69.1 M | 72.2 M | 72.2 M | (18.2 M) | 91.8 M | 3.7 M | 3.7 M | 27 M | 19.2 M | 6.8 M | 6.8 M | (2.5 M) | (92.9 M) | 20.3 M | 20.3 M | 47.2 M | 49.6 M |
| VKQ | 50.9 M | 54.7 M | 54.7 M | (22.7 M) | 91.4 M | 2.7 M | 2.7 M | 26.2 M | 93.1 M | 6.5 M | 6.5 M | (2.7 M) | (90.4 M) | 19.9 M | 19.9 M | 47.1 M | 49.4 M |
| VMO | 46.5 M | 56.5 M | (24.5 M) | 114.7 M | 52.5 M | 5 M | 32.1 M | 25.6 M | 111.4 M | 9.1 M | (1.8 M) | (112.1 M) | 57.2 M | 23.7 M | 23.7 M | 27.2 M | 18.4 M |
| VKI | 48.3 M | 53.1 M | 53.1 M | (11.8 M) | 67.9 M | 2.1 M | 2.1 M | 19.4 M | 15.4 M | 6 M | 6 M | (2.5 M) | (63.8 M) | 14.4 M | 14.4 M | 34.1 M | 35.8 M |
| BIT | 27 M | 27 M | 27 M | 89.3 M | 20.1 M | 50.7 M | 111.6 M | 9 M | (4.8 M) | 70 M | 67.9 M | (69.1 M) | 22.7 M | 47.2 M | 47.2 M | 42.5 M | 29.4 M |
Invesco Value Municipal and related stocks such as Invesco Quality Municipal, Invesco California Value, and Invesco Trust For Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Value Municipal financial statement analysis. It represents the amount of money remaining after all of Invesco Value Municipal operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Invesco Value Competitive Analysis
The better you understand Invesco Value competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Value's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Value's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Invesco Value Competition Performance Charts
Five steps to successful analysis of Invesco Value Competition
Invesco Value's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Value Municipal in relation to its competition. Invesco Value's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Invesco Value in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Value's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Value Municipal, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Invesco Value Correlation with its peers. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Will Asset Management & Custody Banks sector continue expanding? Could Invesco diversify its offerings? Factors like these will boost the valuation of Invesco Value. Market participants price Invesco higher when confident in its future expansion prospects. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Invesco Value data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.87) | Dividend Share 0.926 | Earnings Share (0.58) | Revenue Per Share | Quarterly Revenue Growth 0.007 |
Invesco Value Municipal's market price often diverges from its book value, the accounting figure shown on Invesco's balance sheet. Smart investors calculate Invesco Value's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Invesco Value's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Please note, there is a significant difference between Invesco Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
