Invesco Dividend Achievers Etf Performance
| PFM Etf | USD 45.58 0.66 1.47% |
The etf retains a Market Volatility (i.e., Beta) of 0.68, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Dividend is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco Dividend Achievers has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, Invesco Dividend is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Invesco Dividend Achievers ETF declares quarterly distribution of 0.1813 | 12/23/2024 |
2 | Should Invesco Dividend Achievers ETF Be on Your Investing Radar - Yahoo Finance | 01/22/2025 |
3 | Goldman Sachs PFM Team in New Jersey Decamps for RIA Startup - Wealth Management | 02/11/2025 |
4 | Objective longshort Report - Stock Traders Daily | 02/18/2025 |
5 | Investment Analysis - Stock Traders Daily | 03/12/2025 |
| In Threey Sharp Ratio | 0.46 |
Invesco |
Invesco Dividend Relative Risk vs. Return Landscape
If you would invest 4,700 in Invesco Dividend Achievers on December 17, 2024 and sell it today you would lose (142.00) from holding Invesco Dividend Achievers or give up 3.02% of portfolio value over 90 days. Invesco Dividend Achievers is generating negative expected returns assuming volatility of 0.806% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Dividend Achievers, and traders can use it to determine the average amount a Invesco Dividend's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0595
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| Negative Returns | PFM |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Dividend is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Dividend by adding Invesco Dividend to a well-diversified portfolio.
Invesco Dividend Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Dividend, and Invesco Dividend fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Return On Equity | 2.0 | |||
| Return On Asset | 0.0236 | |||
| Profit Margin | 0.0001 % | |||
| Shares Outstanding | 12.95 M | |||
| Price To Earning | 4.98 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 1.60 X | |||
| Revenue | 7.65 M | |||
| Earnings Per Share | 1.79 X | |||
| Total Asset | 628.11 M | |||
About Invesco Dividend Performance
By examining Invesco Dividend's fundamental ratios, stakeholders can obtain critical insights into Invesco Dividend's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Invesco Dividend is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Dividend Achievers is traded on NASDAQ Exchange in the United States.| Invesco Dividend Ach generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Investment Analysis - Stock Traders Daily | |
| The fund maintains 99.94% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dividend Achievers. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of Invesco Dividend Ach 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect Invesco Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Dividend'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.