Invesco Limited Financial Statements From 2010 to 2024
| ATFYX Fund | USD 11.03 0.01 0.09% |
Check Invesco Limited financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Limited'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 Limited Valuation or Volatility modules.
Invesco |
Invesco Limited Term Mutual Fund Five Year Return Analysis
Invesco Limited'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 Limited Five Year Return | 1.77 % |
Most of Invesco Limited'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 Limited Term 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 Limited Term has a Five Year Return of 1.7727%. This is much higher than that of the Invesco family and significantly higher than that of the Muni National Short category. The five year return for all United States funds is notably lower than that of the firm.
Invesco Limited Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Limited's current stock value. Our valuation model uses many indicators to compare Invesco Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Limited competition to find correlations between indicators driving Invesco Limited's intrinsic value. More Info.Invesco Limited Term 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 5,521 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 Limited's earnings, one of the primary drivers of an investment's value.About Invesco Limited Financial Statements
Invesco Limited investors use historical fundamental indicators, such as Invesco Limited'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 Limited. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in municipal debt securities that pay interest that is excluded from gross income for federal income tax purposes, and do not produce income that will be considered to be an item of preference for purposes of the alternative minimum tax. At least 80 percent of its net assets will normally be invested in investment grade municipal debt securities. The advisor will attempt to maintain a dollar-weighted average effective portfolio maturity of five years or less.
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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 Limited 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 Limited security.
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