Invesco Charter Financials
| CHTVX Fund | USD 23.71 0.04 0.17% |
Invesco |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Charter Fund Summary
Invesco Charter competes with American Century, Prudential High, T Rowe, Lord Abbett, and Virtus High. The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund 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. It may invest up to 25 percent of its net assets in foreign securities, which include foreign debt and foreign equity securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AIM Equity Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Charter Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Charter's current stock value. Our valuation model uses many indicators to compare Invesco Charter value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Charter competition to find correlations between indicators driving Invesco Charter's intrinsic value. More Info.Invesco Charter Fund 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 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Charter Fund is roughly 5.59 . 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 Charter's earnings, one of the primary drivers of an investment's value.Invesco Charter Systematic Risk
Invesco Charter's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Charter volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Invesco Charter correlated with the market. If Beta is less than 0 Invesco Charter generally moves in the opposite direction as compared to the market. If Invesco Charter Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Charter is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Charter is generally in the same direction as the market. If Beta > 1 Invesco Charter moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Charter December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Charter help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Charter Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Charter Fund based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Charter's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8458 | |||
| Information Ratio | 0.0196 | |||
| Maximum Drawdown | 4.01 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.19 |
Other Information on Investing in Invesco Mutual Fund
Invesco Charter 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 Charter security.
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