Invesco Real Three Year Return vs. Net Asset
| IVRA Etf | USD 16.27 0.26 1.57% |
For Invesco Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Real Assets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Real Assets over time as well as its relative position and ranking within its peers.
Invesco |
The market value of Invesco Real Assets 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 Real's value that differs from its market value or its book value, called intrinsic value, which is Invesco Real'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 Real's market value can be influenced by many factors that don't directly affect Invesco Real'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 Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Real'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.
Invesco Real Assets Net Asset vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Real's current stock value. Our valuation model uses many indicators to compare Invesco Real value to that of its competitors to determine the firm's financial worth. Invesco Real Assets is considered the top ETF in three year return as compared to similar ETFs. It also is considered the top ETF in net asset as compared to similar ETFs making up about 426,866 of Net Asset per Three 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 Real's earnings, one of the primary drivers of an investment's value.Invesco Net Asset vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Invesco Real |
| = | 6.70 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Invesco Real |
| = | 2.86 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Invesco Net Asset Comparison
Invesco Real is currently under evaluation in net asset as compared to similar ETFs.
Invesco Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Real will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Real's change in net profit over the period of time. It can combine multiple indicators of Invesco Real, 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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of the value of its net assets in exchange-traded equity securities of real assets companies. Invesco Real is traded on BATS Exchange in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Real. 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 Real 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 Real's important profitability drivers and their relationship over time.
Use Invesco Real 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 Real 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 Real will appreciate offsetting losses from the drop in the long position's value.Invesco Real Pair Trading
Invesco Real Assets Pair Trading Analysis
The ability to find closely correlated positions to Invesco Real 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 Real 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 Real - 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 Real Assets to buy it.
The correlation of Invesco Real 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 Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Real Assets 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 Real 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 Real position
In addition to having Invesco Real 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?
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Check out Risk vs Return Analysis. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
To fully project Invesco Real's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Real Assets 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 Real's income statement, its balance sheet, and the statement of cash flows.