Invesco Balanced-risk Financial Statements From 2010 to 2024
| ALLFX Fund | USD 9.37 0.04 0.43% |
Check Invesco Balanced-risk financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Balanced-risk's main balance sheet or income statement drivers, such as , as well as many indicators such as . Invesco financial statements analysis is a perfect complement when working with Invesco Balanced-risk Valuation or Volatility modules.
Invesco |
Invesco Balanced Risk Allocation Mutual Fund Five Year Return Analysis
Invesco Balanced-risk's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Balanced-risk Five Year Return | 3.20 % |
Most of Invesco Balanced-risk's fundamental indicators, such as Five 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 Balanced Risk Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Invesco Balanced Risk Allocation has a Five Year Return of 3.2005%. This is much higher than that of the Invesco family and significantly higher than that of the Tactical Allocation category. The five year return for all United States funds is notably lower than that of the firm.
Invesco Balanced Risk Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Balanced-risk's current stock value. Our valuation model uses many indicators to compare Invesco Balanced-risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Balanced-risk competition to find correlations between indicators driving Invesco Balanced-risk's intrinsic value. More Info.Invesco Balanced Risk Allocation is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 235.76 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Balanced-risk's earnings, one of the primary drivers of an investment's value.About Invesco Balanced-risk Financial Statements
Invesco Balanced-risk investors use historical fundamental indicators, such as Invesco Balanced-risk's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Invesco Balanced-risk. Please read more on our technical analysis and fundamental analysis pages.
The funds investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments , including but not limited to futures, options, currency forward contracts and swap agreements.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Invesco Mutual Fund
Invesco Balanced-risk financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Balanced-risk security.
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