Invesco Energy Financial Statements From 2010 to 2024
| IENSX Fund | USD 33.08 0.20 0.61% |
Check Invesco Energy financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Energy'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 Energy Valuation or Volatility modules.
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Invesco Energy Mutual Fund Year To Date Return Analysis
Invesco Energy'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 Energy Year To Date Return | 16.31 % |
Most of Invesco Energy'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 Energy 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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According to the company's disclosures, Invesco Energy has a Year To Date Return of 16.3145%. This is much higher than that of the Invesco family and significantly higher than that of the Equity Energy category. The year to date return for all United States funds is notably lower than that of the firm.
Invesco Energy Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Energy's current stock value. Our valuation model uses many indicators to compare Invesco Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Energy competition to find correlations between indicators driving Invesco Energy's intrinsic value. More Info.Invesco Energy is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Invesco Energy is about 336.64 . 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 Energy's earnings, one of the primary drivers of an investment's value.About Invesco Energy Financial Statements
Invesco Energy investors use historical fundamental indicators, such as Invesco Energy'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 Energy. 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 securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund is non-diversified.
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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 Energy 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 Energy security.
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