Invesco Gold Financials
| IOGYX Fund | USD 28.33 0.67 2.31% |
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 Gold Fund Summary
Invesco Gold competes with Pimco Diversified, Delaware Limited, Huber Capital, Pgim Conservative, and Blackrock Conservative. The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. Under normal market conditions, at least 80 percent of the funds net assets, plus any borrowings, for investment purposes will be invested in those securities, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund is non-diversified.Specialization | Equity Precious Metals, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Aim Sector Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Equity Precious Metals |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Gold Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Gold's current stock value. Our valuation model uses many indicators to compare Invesco Gold value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Gold competition to find correlations between indicators driving Invesco Gold's intrinsic value. More Info.Invesco Gold Special 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 3,055 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 Gold's earnings, one of the primary drivers of an investment's value.Invesco Gold Special Systematic Risk
Invesco Gold's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Gold 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Invesco Gold Special correlated with the market. If Beta is less than 0 Invesco Gold generally moves in the opposite direction as compared to the market. If Invesco Gold Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Gold Special is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Gold is generally in the same direction as the market. If Beta > 1 Invesco Gold moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Gold Thematic Clasifications
Invesco Gold Special is part of Precious Metals Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in various precious metals. Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals
This theme covers Funds investing in various precious metals. Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. Get More Thematic Ideas
Invesco Gold Special is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Equity Precious Metals category is currently estimated at about 7.62 Billion. Invesco Gold retains roughly 1.11 Billion in net asset claiming about 15% of all funds under Equity Precious Metals category.| Precious Metals Funds | View |
Invesco Gold November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Gold help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Gold Special. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Gold Special 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 Gold's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.75 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 8.64 | |||
| Value At Risk | (2.81) | |||
| Potential Upside | 2.72 |
Other Information on Investing in Invesco Mutual Fund
Invesco Gold 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 Gold security.
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