Invesco Disciplined Financial Statements From 2010 to 2024
| AWEIX Fund | USD 34.01 0.18 0.53% |
Check Invesco Disciplined financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Disciplined'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 Disciplined Valuation or Volatility modules.
Invesco |
Invesco Disciplined Equity Mutual Fund Year To Date Return Analysis
Invesco Disciplined's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Disciplined Year To Date Return | 20.46 % |
Most of Invesco Disciplined's fundamental indicators, such as Year To Date 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 Disciplined Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Invesco Disciplined Equity has a Year To Date Return of 20.4611%. This is much higher than that of the CIBC Private Wealth Management family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Invesco Disciplined Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Disciplined's current stock value. Our valuation model uses many indicators to compare Invesco Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Disciplined competition to find correlations between indicators driving Invesco Disciplined's intrinsic value. More Info.Invesco Disciplined Equity is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Disciplined Equity is roughly 7.51 . 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 Disciplined's earnings, one of the primary drivers of an investment's value.About Invesco Disciplined Financial Statements
Invesco Disciplined investors use historical fundamental indicators, such as Invesco Disciplined'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 Disciplined. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25 percent of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.
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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 Disciplined 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 Disciplined security.
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