Invesco Total Assets from 2010 to 2026
| VTN Stock | USD 11.87 0.13 1.08% |
Total Assets | First Reported 2006-08-31 | Previous Quarter 259.5 M | Current Value 229.9 M | Quarterly Volatility 58.7 M |
Check Invesco Trust financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Trust's main balance sheet or income statement drivers, such as Interest Expense of 5.9 M, Selling General Administrative of 208.6 K or Total Revenue of 10.9 M, as well as many indicators such as Price To Sales Ratio of 8.91, Dividend Yield of 0.0554 or PTB Ratio of 1.02. Invesco financial statements analysis is a perfect complement when working with Invesco Trust Valuation or Volatility modules.
Invesco | Total Assets | Build AI portfolio with Invesco Stock |
Evaluating Invesco Trust's Total Assets across multiple reporting periods reveals the company's ability to sustain growth and manage resources effectively. This longitudinal analysis highlights inflection points, cyclical patterns, and structural changes that short-term snapshots might miss, offering deeper insight into Invesco Trust For's fundamental strength.
Latest Invesco Trust's Total Assets Growth Pattern
Below is the plot of the Total Assets of Invesco Trust For over the last few years. Total assets refers to the total amount of Invesco Trust assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Invesco Trust For books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. Invesco Trust's Total Assets historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Invesco Trust's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 259.49 M | 10 Years Trend |
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Total Assets |
| Timeline |
Invesco Total Assets Regression Statistics
| Arithmetic Mean | 425,457,285 | |
| Geometric Mean | 417,428,537 | |
| Coefficient Of Variation | 18.37 | |
| Mean Deviation | 63,177,204 | |
| Median | 454,117,737 | |
| Standard Deviation | 78,143,998 | |
| Sample Variance | 6106.5T | |
| Range | 239M | |
| R-Value | (0.83) | |
| Mean Square Error | 2054.9T | |
| R-Squared | 0.68 | |
| Significance | 0.000042 | |
| Slope | (12,803,236) | |
| Total Sum of Squares | 97703.8T |
Invesco Total Assets History
Other Fundumenentals of Invesco Trust For
Invesco Trust Total Assets component correlations
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About Invesco Trust Financial Statements
Invesco Trust investors utilize fundamental indicators, such as Total Assets, to predict how Invesco Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
| Last Reported | Projected for Next Year | ||
| Total Assets | 370.3 M | 349.6 M |
Pair Trading with Invesco Trust
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Trust position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Trust will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Stock
Moving against Invesco Stock
The ability to find closely correlated positions to Invesco Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Trust when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Trust - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Trust For to buy it.
The correlation of Invesco Trust is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Trust For moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Trust can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Invesco Trust Correlation against competitors. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Will Asset Management & Custody Banks sector continue expanding? Could Invesco diversify its offerings? Factors like these will boost the valuation of Invesco Trust. If investors know Invesco will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Invesco Trust data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.92) | Dividend Share 0.824 | Earnings Share (0.86) | Revenue Per Share | Quarterly Revenue Growth (0.23) |
The market value of Invesco Trust For is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Trust's value that differs from its market value or its book value, called intrinsic value, which is Invesco Trust's true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Invesco Trust's market value can be influenced by many factors that don't directly affect Invesco Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Invesco Trust's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.