Invesco Growth Five Year Return vs. Year To Date Return
| AAESX Fund | USD 16.35 0.10 0.62% |
For Invesco Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Growth Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Growth Allocation over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Growth Allocation Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Growth's current stock value. Our valuation model uses many indicators to compare Invesco Growth value to that of its competitors to determine the firm's financial worth. Invesco Growth Allocation is the top fund in five year return among similar funds. It also is the top fund in year to date return among similar funds creating about 1.85 of Year To Date Return per Five Year Return. 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 Growth's earnings, one of the primary drivers of an investment's value.Invesco Year To Date Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Invesco Growth |
| = | 6.56 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Invesco Growth |
| = | 12.15 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Invesco Year To Date Return Comparison
Invesco Growth is currently under evaluation in year to date return among similar funds.
Invesco Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Growth will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Growth's change in net profit over the period of time. It can combine multiple indicators of Invesco Growth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 70-85 percent of its total assets in underlying funds that invest primarily in equity securities, approximately 5-30 percent of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5-20 percent of its total assets in alternative asset classes.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Growth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Growth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Growth's important profitability drivers and their relationship over time.
Use Invesco Growth in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Growth will appreciate offsetting losses from the drop in the long position's value.Invesco Growth Pair Trading
Invesco Growth Allocation Pair Trading Analysis
The ability to find closely correlated positions to Invesco Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Growth Allocation to buy it.
The correlation of Invesco Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Growth Allocation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Invesco Growth position
In addition to having Invesco Growth in your portfolios, you can quickly add positions 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 Health Management Thematic Idea Now
Health Management
Major hospitals and healthcare providers. The Health Management theme has 38 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 Health Management Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Invesco Mutual Fund
To fully project Invesco Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Growth Allocation at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Invesco Growth's income statement, its balance sheet, and the statement of cash flows.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |