Invesco Competitors
| IQI Stock | USD 10.22 0.09 0.87% |
Invesco Quality vs BlackRock Limited Correlation
Poor diversification
The correlation between Invesco Quality Municipal and BLW is 0.69 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Invesco Quality Municipal and BLW in the same portfolio, assuming nothing else is changed.
Moving together with Invesco Stock
Moving against Invesco Stock
| 0.6 | NP | Neptune Insurance Upward Rally | PairCorr |
| 0.47 | 55O1 | Apollo Investment Corp Earnings Call This Week | PairCorr |
| 0.36 | BX | Blackstone Group Downward Rally | PairCorr |
Invesco Quality Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Quality 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 Quality 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 Quality 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 Quality'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| VCV | 0.54 | 0.01 | (0.04) | 0.21 | 0.78 | 1.54 | 3.38 | |||
| VKQ | 0.32 | 0.06 | 0.02 | 0.79 | 0.21 | 0.74 | 1.48 | |||
| IIM | 0.42 | 0.05 | 0.01 | 0.96 | 0.38 | 0.90 | 4.53 | |||
| VGM | 0.34 | 0.07 | 0.03 | (13.02) | 0.35 | 0.80 | 2.25 | |||
| VVR | 0.38 | 0.00 | (0.06) | 0.04 | 0.43 | 0.93 | 2.80 | |||
| VKI | 0.42 | 0.09 | 0.05 | (0.86) | 0.39 | 1.00 | 2.68 | |||
| VMO | 0.31 | 0.06 | 0.03 | (2.04) | 0.18 | 0.73 | 1.36 | |||
| HRCVX | 1.05 | 0.18 | 0.04 | 0.54 | 2.57 | 1.15 | 23.60 | |||
| HIGJX | 0.88 | 0.40 | 0.54 | 0.65 | 0.00 | 1.17 | 23.59 | |||
| BLW | 0.26 | 0.01 | (0.10) | 0.11 | 0.24 | 0.45 | 1.34 |
Cross Equities Net Income Analysis
Compare Invesco Quality Municipal and related stocks such as Invesco California Value, Invesco Municipal Trust, and Invesco Value Municipal Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| IIM | 28.9 M | 38.8 M | 38.8 M | (16.6 M) | 91.7 M | (397.8 K) | (397.8 K) | 29 M | 28.7 M | 4.4 M | 4.4 M | (3.9 M) | (87.9 M) | 21.4 M | 21.4 M | 46.3 M | 48.6 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 |
| 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 |
| 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 |
| BLW | 53.6 M | 3 M | 80.9 M | 57.1 M | 65.6 M | 8.8 M | 40.8 M | 53.6 M | 23.1 M | 44.4 M | 37.3 M | 24.4 M | (66 M) | 64.3 M | 45 M | 40.5 M | 38.5 M |
Invesco Quality Municipal and related stocks such as Invesco California Value, Invesco Municipal Trust, and Invesco Value Municipal Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Quality Municipal financial statement analysis. It represents the amount of money remaining after all of Invesco Quality Municipal operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Invesco Quality Competitive Analysis
The better you understand Invesco Quality competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Quality'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 Quality'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 Quality Competition Performance Charts
Five steps to successful analysis of Invesco Quality Competition
Invesco Quality'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 Quality Municipal in relation to its competition. Invesco Quality's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Invesco Quality 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 Quality's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Quality 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 Quality Correlation with its peers. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is there potential for Asset Management & Custody Banks market expansion? Will Invesco introduce new products? Factors like these will boost the valuation of Invesco Quality. Market participants price Invesco higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. All the valuation information about Invesco Quality listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.88) | Dividend Share 0.759 | Earnings Share (0.52) | Revenue Per Share | Quarterly Revenue Growth 0.01 |
Invesco Quality Municipal's market price often diverges from its book value, the accounting figure shown on Invesco's balance sheet. Smart investors calculate Invesco Quality's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Since Invesco Quality'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 Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Quality'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.
