Invesco Asia Pacific Fund Fundamentals
| ASIAX Fund | USD 29.85 0.11 0.37% |
Invesco Asia Pacific fundamentals help investors to digest information that contributes to Invesco Asia's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Asia's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Asia mutual fund.
Invesco |
Invesco Asia Pacific Mutual Fund Year To Date Return Analysis
Invesco Asia's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Asia Year To Date Return | 9.45 % |
Most of Invesco Asia's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Asia Pacific is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Invesco Asia Pacific has a Year To Date Return of 9.45%. This is much higher than that of the Invesco family and significantly higher than that of the Pacific/Asia ex-Japan Stk category. The year to date return for all United States funds is notably lower than that of the firm.
Invesco Asia Pacific Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Asia's current stock value. Our valuation model uses many indicators to compare Invesco Asia value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Asia competition to find correlations between indicators driving Invesco Asia's intrinsic value. More Info.Invesco Asia Pacific 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Asia Pacific is roughly 10.05 . 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 Asia's earnings, one of the primary drivers of an investment's value.Invesco Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Asia's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Asia could also be used in its relative valuation, which is a method of valuing Invesco Asia by comparing valuation metrics of similar companies.Invesco Asia is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Invesco Asia
The fund consists of 92.66% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Invesco Asia's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Price To Earning | 14.77 X | ||||
| Price To Book | 1.47 X | ||||
| Price To Sales | 2.26 X | ||||
| Total Asset | 336.73 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 9.45 % | ||||
| One Year Return | 12.47 % | ||||
| Three Year Return | (1.41) % | ||||
| Five Year Return | 4.08 % | ||||
| Ten Year Return | 7.56 % | ||||
| Net Asset | 503.51 M | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 7.34 % | ||||
| Equity Positions Weight | 92.66 % |
About Invesco Asia Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Asia Pacific's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Asia using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Asia Pacific based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in equity securities of issuers in the Asia Pacific region , and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes and may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers. The funds common stock investments also include China-A shares.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Invesco Mutual Fund
Invesco Asia 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 Asia security.
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