Invesco Vertible Financials
| CNSAX Fund | USD 24.74 0.07 0.28% |
Invesco |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Vertible Fund Summary
Invesco Vertible competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund invests, under normal circumstances, at least 80 percent of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in below-investment-grade securities. The fund may invest up to 10 percent of its net assets in synthetic convertible securities and up to 25 percent of its net assets in exchangeable convertible securities.Specialization | Convertibles, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00888W4033 |
| Business Address | AIM Growth Series |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Vertible Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Vertible's current stock value. Our valuation model uses many indicators to compare Invesco Vertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Vertible competition to find correlations between indicators driving Invesco Vertible's intrinsic value. More Info.Invesco Vertible Securities is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Vertible Securities is roughly 6.45 . 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 Vertible's earnings, one of the primary drivers of an investment's value.Invesco Vertible Sec Systematic Risk
Invesco Vertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Vertible volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Invesco Vertible Sec correlated with the market. If Beta is less than 0 Invesco Vertible generally moves in the opposite direction as compared to the market. If Invesco Vertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Vertible Sec is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Vertible is generally in the same direction as the market. If Beta > 1 Invesco Vertible moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Vertible December 18, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Vertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Vertible Securities based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Vertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5232 | |||
| Information Ratio | 0.0491 | |||
| Maximum Drawdown | 3.16 | |||
| Value At Risk | (0.69) | |||
| Potential Upside | 0.8846 |
Other Information on Investing in Invesco Mutual Fund
Invesco Vertible financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Vertible security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities |