Compare Roic Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Roic Analysis
Compare Invesco Quality Municipal, Invesco California Value, and DWS Municipal Income Roic Over Time
Select Fundamental2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQI | 0.0201 | 0.0201 | 0.0201 | (0.0746) | 0.0195 | (0.0106) | (0.0106) | (0.0106) | 0.1045 | 0.4517 | 0.4517 | (0.4018) | (0.0219) | 0.0112 | 0.0162 |
VCV | 0.0208 | 0.0208 | 0.0208 | (0.2152) | 0.0197 | (0.0369) | (0.0369) | 0.0015 | 0.0959 | 0.3533 | 0.3533 | (6.3033) | (0.0293) | 0.0386 | 0.0405 |
KTF | 0.0149 | 0.0149 | (0.0335) | 0.019 | (0.0248) | 0.6038 | 0.0019 | 0.0038 | (0.2392) | (0.2392) | (0.2392) | (0.2392) | 0.0579 | 0.0666 | 0.0494 |
VGM | 0.0277 | 0.0277 | 0.0277 | (0.1152) | 0.0218 | 0.0267 | 0.0267 | 0.0026 | 0.1123 | 0.2609 | 0.2609 | (0.7526) | (0.0266) | 0.0404 | 0.0424 |
VKQ | 0.023 | 0.023 | 0.023 | (0.087) | 0.0206 | 0.028 | 0.028 | 0.0395 | 0.0282 | (0.0377) | (0.0377) | (0.0496) | (0.2) | 0.0412 | 0.0433 |
VMO | 0.0201 | 0.0201 | 0.0201 | (0.1051) | 0.0211 | 0.0253 | 0.0253 | 0.0025 | 0.1088 | 0.3126 | 0.3126 | (1.3708) | (0.0275) | 0.0404 | 0.0425 |
OIA | 0.0197 | 0.0197 | 0.0197 | (0.2753) | 0.0214 | (0.0275) | (0.0275) | (0.0093) | 0.0714 | 0.3753 | 0.3753 | 0.1729 | (0.026) | 0.0416 | 0.0294 |
Invesco Quality Municipal, Invesco California Value, and DWS Municipal Income Roic description
Return on Invested Capital, a profitability ratio that measures the return that an investment generates for those who have provided capital, such as debt holders and equity holders.Use Investing Themes to Complement your positions
You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Banks - Regional Thematic Idea Now
Banks - Regional
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banks - Regional theme has 19 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banks - Regional Theme or any other thematic opportunities.
View All Next | Launch |
Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Complementary Tools
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |