Invesco Income Financial Statements From 2010 to 2025
| IIASX Fund | USD 10.69 0.04 0.38% |
Check Invesco Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Income'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 Income Valuation or Volatility modules.
Invesco |
Invesco Income Allocation Mutual Fund One Year Return Analysis
Invesco Income's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Income One Year Return | 9.33 % |
Most of Invesco Income's fundamental indicators, such as One 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 Income Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Invesco Income Allocation has an One Year Return of 9.3267%. This is much higher than that of the Invesco family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Invesco Income Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Income's current stock value. Our valuation model uses many indicators to compare Invesco Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Income competition to find correlations between indicators driving Invesco Income's intrinsic value. More Info.Invesco Income Allocation is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 36.46 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 Income's earnings, one of the primary drivers of an investment's value.About Invesco Income Financial Statements
Invesco Income investors use historical fundamental indicators, such as Invesco Income'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 Income. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. It invests its assets in a selection of underlying funds which invest primarily in international or domestic equities, fixed-income securities or real estate investment trusts. The funds target allocation is to invest 60-70 percent of its total assets in underlying funds that invest primarily in fixed-income securities and 30-40 percent of its total assets in underlying funds that invest primarily in equity securities, including REITs.
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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 Income 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 Income security.
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