Invesco Global Price To Earning vs. Year To Date Return
| AWSRX Fund | USD 15.76 0.12 0.77% |
For Invesco Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Global E utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Global E over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Global E Year To Date Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Global's current stock value. Our valuation model uses many indicators to compare Invesco Global value to that of its competitors to determine the firm's financial worth. Invesco Global E is the top fund in price to earning among similar funds. It also is the top fund in year to date return among similar funds creating about 2.05 of Year To Date Return per Price To Earning. 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 Global's earnings, one of the primary drivers of an investment's value.Invesco Year To Date Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Invesco Global |
| = | 8.55 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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 Global |
| = | 17.49 % |
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 Global is currently under evaluation in year to date return among similar funds.
Invesco Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Global will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Global's change in net profit over the period of time. It can combine multiple indicators of Invesco Global, 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.
Under normal circumstances, the fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S. Under normal circumstances, the fund will invest a percentage of its net assets in investments that are economically tied to countries other than the U.S. in an amount equal to at least the lesser of 40, unless market conditions are not deemed favorable, in which case, at least 30, or the percentage of foreign issuers represented in the MSCI World Index minus 10.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Global. 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 Global 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 Global's important profitability drivers and their relationship over time.
Use Invesco Global 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 Global 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 Global will appreciate offsetting losses from the drop in the long position's value.Invesco Global Pair Trading
Invesco Global E Pair Trading Analysis
The ability to find closely correlated positions to Invesco Global 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 Global 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 Global - 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 Global E to buy it.
The correlation of Invesco Global 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 Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Global E 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 Global 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 Global position
In addition to having Invesco Global 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 Soft Drinks Thematic Idea Now
Soft Drinks
Entities manufacturing and distributing non alcoholic beverages across different markets. The Soft Drinks theme has 48 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 Soft Drinks Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Invesco Mutual Fund
To fully project Invesco Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Global E 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 Global's income statement, its balance sheet, and the statement of cash flows.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |