Invesco Financial Preferred Etf Performance
| PGF Etf | USD 15.04 0.12 0.79% |
The etf retains a Market Volatility (i.e., Beta) of 0.0977, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Financial is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco Financial Preferred has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Invesco Financial is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | SP 500 lifts as Wall St seeks stability amid September turbulence | 09/10/2024 |
2 | Citigroup Upgrades Bank of America Corporation - Preferred Stock - MSN | 11/08/2024 |
3 | Invesco Financial Preferred ETF declares monthly distribution of 0.0713 - MSN | 11/21/2024 |
| In Threey Sharp Ratio | -0.26 |
Invesco |
Invesco Financial Relative Risk vs. Return Landscape
If you would invest 1,509 in Invesco Financial Preferred on August 29, 2024 and sell it today you would lose (5.00) from holding Invesco Financial Preferred or give up 0.33% of portfolio value over 90 days. Invesco Financial Preferred is generating negative expected returns assuming volatility of 0.6036% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Financial's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Financial Preferred, and traders can use it to determine the average amount a Invesco Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0056
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| Negative Returns | PGF |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Financial by adding Invesco Financial to a well-diversified portfolio.
Invesco Financial Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Financial, and Invesco Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Return On Equity | 0.0797 | |||
| Return On Asset | 8.0E-4 | |||
| Profit Margin | 1.08 % | |||
| Operating Margin | 90.97 % | |||
| Revenue | 122.85 M | |||
| EBITDA | 111.76 M | |||
| Earnings Per Share | 1.18 X | |||
| Total Asset | 1.2 B | |||
| Current Asset | 15.41 M | |||
| Current Liabilities | 69.18 M | |||
About Invesco Financial Performance
By analyzing Invesco Financial's fundamental ratios, stakeholders can gain valuable insights into Invesco Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Financial Preferred is traded on NYSEARCA Exchange in the United States.| Invesco Financial generated a negative expected return over the last 90 days | |
| The company has a current ratio of 0.22, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Invesco Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Invesco Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Financial's use of debt, we should always consider it together with cash and equity. | |
| Latest headline from news.google.com: Invesco Financial Preferred ETF declares monthly distribution of 0.0713 - MSN | |
| The fund generated three year return of -1.0% | |
| Invesco Financial maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Financial Preferred. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
The market value of Invesco Financial is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Financial's value that differs from its market value or its book value, called intrinsic value, which is Invesco Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Financial's market value can be influenced by many factors that don't directly affect Invesco Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.