Invesco Small Financials
| VSMIX Fund | USD 29.36 0.05 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 Small Fund Summary
Invesco Small competes with American Century, Lord Abbett, Mid-cap Value, Fpa Queens, and Ab Discovery. The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. It focuses on equity securities of small capitalization companies that Invesco Advisers, Inc. , the funds investment adviser, believes are undervalued. The principal type of equity security in which the fund invests is common stock.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00143M4978 |
| Business Address | Aim Sector Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Small's current stock value. Our valuation model uses many indicators to compare Invesco Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Small competition to find correlations between indicators driving Invesco Small's intrinsic value. More Info.Invesco Small Cap is rated second in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Small Cap is roughly 9.55 . 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 Small's earnings, one of the primary drivers of an investment's value.Invesco Small Cap Systematic Risk
Invesco Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Small 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 Small Cap correlated with the market. If Beta is less than 0 Invesco Small generally moves in the opposite direction as compared to the market. If Invesco Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Small is generally in the same direction as the market. If Beta > 1 Invesco Small moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Small December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.28 | |||
| Information Ratio | 0.0566 | |||
| Maximum Drawdown | 7.32 | |||
| Value At Risk | (1.69) | |||
| Potential Upside | 2.07 |
Other Information on Investing in Invesco Mutual Fund
Invesco Small 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 Small security.
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