Invesco Rochester Financials
| IORUX Fund | USD 15.47 0.04 0.26% |
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 Rochester Fund Summary
Invesco Rochester competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund invests at least 80 percent of its net assets in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. It invests mainly in New York municipal securities that pay interest that, in the opinion of counsel to the issuer of each security, is exempt from federal and New York personal income taxes. The fund can invest up to 25 percent of its total assets in below-investment-grade securities .Specialization | Muni New York Long, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Rochester Fund Municipals |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Muni New York Long |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Rochester Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Rochester's current stock value. Our valuation model uses many indicators to compare Invesco Rochester value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Rochester competition to find correlations between indicators driving Invesco Rochester's intrinsic value. More Info.Invesco Rochester New 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 29,156 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 Rochester's earnings, one of the primary drivers of an investment's value.Invesco Rochester New Systematic Risk
Invesco Rochester's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Rochester 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Invesco Rochester New correlated with the market. If Beta is less than 0 Invesco Rochester generally moves in the opposite direction as compared to the market. If Invesco Rochester Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Rochester New is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Rochester is generally in the same direction as the market. If Beta > 1 Invesco Rochester moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Rochester November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Rochester help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Rochester New. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Rochester New 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 Rochester's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5238 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 2.3 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.4605 |
Other Information on Investing in Invesco Mutual Fund
Invesco Rochester 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 Rochester security.
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