Invesco Value Financials
| VVONX Fund | USD 24.74 0.20 0.81% |
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 Value Fund Summary
Invesco Value competes with Shelton Emerging, Barings Emerging, Sp Midcap, Siit Emerging, and Aqr Sustainable. The fund normally invests in a portfolio of common stocks, preferred stocks and convertible securities. The fund may invest in securities of issuers of any market capitalization however, under normal market conditions, it invests a substantial portion of its assets in securities of mid-capitalization issuers. The fund may invest up to 10 percent of its net assets in real estate investment trusts and up to 25 percent of its net assets in securities of foreign issuers, including securities of issuers located in emerging markets countries.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Aim Sector Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Mid-Cap 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 Value's current stock value. Our valuation model uses many indicators to compare Invesco Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Value competition to find correlations between indicators driving Invesco Value's intrinsic value. More Info.Invesco Value Opportunities is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Value Opportunities is roughly 8.96 . 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 Value's earnings, one of the primary drivers of an investment's value.Invesco Value Opport Systematic Risk
Invesco Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Value 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 Value Opport correlated with the market. If Beta is less than 0 Invesco Value generally moves in the opposite direction as compared to the market. If Invesco Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Value Opport is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Value is generally in the same direction as the market. If Beta > 1 Invesco Value moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Value November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Value Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Value Opportunities 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 Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.12 | |||
| Information Ratio | 0.0877 | |||
| Maximum Drawdown | 6.35 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Invesco Mutual Fund
Invesco Value 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 Value security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |