Invesco Senior Last Dividend Paid vs. Five Year Return
| VVR Fund | USD 3.90 0.02 0.52% |
For Invesco Senior profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Senior to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Senior Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Senior's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Senior Income over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Senior Income Five Year Return vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Senior's current stock value. Our valuation model uses many indicators to compare Invesco Senior value to that of its competitors to determine the firm's financial worth. Invesco Senior Income is rated below average in last dividend paid among similar funds. It is rated below average in five year return among similar funds reporting about 16.92 of Five Year Return per Last Dividend Paid. Comparative valuation analysis is a catch-all technique that is used if you cannot value Invesco Senior by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco Five Year Return vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Invesco Senior |
| = | 0.38 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
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 Senior |
| = | 6.43 % |
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.
Invesco Five Year Return Comparison
Invesco Senior is currently under evaluation in five year return among similar funds.
Invesco Senior Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Senior, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Senior will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Senior's change in net profit over the period of time. It can combine multiple indicators of Invesco Senior, 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.
Invesco Senior Income Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. It is co-managed by Invesco Advisers, Inc., Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Asset Management Limited, Invesco Australia Limited, Invesco Hong Kong Limited, Invesco Senior Secured Management, Inc., and Invesco Canada Ltd. The fund invests in the fixed income markets of the United States. It primarily invests in a portfolio of interests in floating or variable rate senior loans to corporations, partnerships, and other entities which operate in a variety of industries and geographical regions. The fund typically employs fundamental analysis with a bottom up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the Credit Suisse Leveraged Loan Index. The fund was formerly known as Invesco Van Kampen Senior Income Trust and Van Kampen Senior Income Trust. Invesco Senior Income Trust was formed on June 23, 1998 and is domiciled in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Senior. 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 Senior 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 Senior's important profitability drivers and their relationship over time.
Use Invesco Senior 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 Senior 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 Senior will appreciate offsetting losses from the drop in the long position's value.Invesco Senior Pair Trading
Invesco Senior Income Pair Trading Analysis
The ability to find closely correlated positions to Invesco Senior 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 Senior 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 Senior - 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 Senior Income to buy it.
The correlation of Invesco Senior 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 Senior moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Senior Income 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 Senior 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 Senior position
In addition to having Invesco Senior 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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Other Information on Investing in Invesco Fund
To fully project Invesco Senior's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Senior Income 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 Senior's income statement, its balance sheet, and the statement of cash flows.
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