Invesco Advantage Mit Stock Performance
| VKI Stock | USD 8.67 0.03 0.35% |
Invesco Advantage has a performance score of 5 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.16, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Advantage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Advantage is expected to be smaller as well. Invesco Advantage MIT right now retains a risk of 0.59%. Please check out Invesco Advantage potential upside, rate of daily change, as well as the relationship between the Rate Of Daily Change and period momentum indicator , to decide if Invesco Advantage will be following its current trending patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Advantage MIT are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong forward-looking signals, Invesco Advantage is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 0.35 | Five Day Return 0.46 | Year To Date Return (2.14) | Ten Year Return (25.45) | All Time Return (39.71) |
Forward Dividend Yield 0.0774 | Payout Ratio | Forward Dividend Rate 0.67 | Dividend Date 2019-02-28 | Ex Dividend Date 2025-03-17 |
1 | Insider Trading | 01/02/2025 |
2 | Disposition of 300 shares by Bank Of America Corp de of Invesco Advantage at 13.15 subject to Rule 16b-3 | 03/17/2025 |
| Begin Period Cash Flow | 13.8 M |
Invesco |
Invesco Advantage Relative Risk vs. Return Landscape
If you would invest 848.00 in Invesco Advantage MIT on December 23, 2024 and sell it today you would earn a total of 19.00 from holding Invesco Advantage MIT or generate 2.24% return on investment over 90 days. Invesco Advantage MIT is generating 0.0381% of daily returns assuming volatility of 0.5928% on return distribution over 90 days investment horizon. In other words, 5% of stocks 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 Advantage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Advantage's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Advantage MIT, and traders can use it to determine the average amount a Invesco Advantage'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 = 0.0642
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| Negative Returns | VKI |
Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Invesco Advantage is performing at about 5% of its full potential. 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 Advantage by adding it to a well-diversified portfolio.
Invesco Advantage Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Advantage, and Invesco Advantage 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 Stock performance.
| Return On Equity | 0.0793 | |||
| Return On Asset | 0.0246 | |||
| Profit Margin | 1.06 % | |||
| Operating Margin | 0.87 % | |||
| Current Valuation | 670.55 M | |||
| Shares Outstanding | 44.41 M | |||
| Price To Earning | 33.33 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 12.02 X | |||
| Revenue | 24 M | |||
| Gross Profit | 32.02 M | |||
| EBITDA | 45.55 M | |||
| Net Income | 34.07 M | |||
| Cash And Equivalents | 3.1 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 256.43 M | |||
| Debt To Equity | 0.67 % | |||
| Current Ratio | 1.86 X | |||
| Book Value Per Share | 9.83 X | |||
| Cash Flow From Operations | 15.87 M | |||
| Earnings Per Share | 0.86 X | |||
| Market Capitalization | 385 M | |||
| Total Asset | 700.92 M | |||
| Retained Earnings | (59.84 M) | |||
About Invesco Advantage Performance
By evaluating Invesco Advantage's fundamental ratios, stakeholders can gain valuable insights into Invesco Advantage's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Advantage has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Advantage has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 7.6 K | 8 K | |
| Return On Tangible Assets | 0.06 | 0.03 | |
| Return On Capital Employed | (0.06) | (0.05) | |
| Return On Assets | 0.06 | 0.03 | |
| Return On Equity | 0.09 | 0.06 |
Things to note about Invesco Advantage MIT performance evaluation
Checking the ongoing alerts about Invesco Advantage for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Advantage MIT help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from MacroaxisInsider: Disposition of 300 shares by Bank Of America Corp de of Invesco Advantage at 13.15 subject to Rule 16b-3 |
- Analyzing Invesco Advantage's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Advantage's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Advantage's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Advantage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Advantage's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Advantage's stock. These opinions can provide insight into Invesco Advantage's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Invesco Stock analysis
When running Invesco Advantage's price analysis, check to measure Invesco Advantage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Advantage is operating at the current time. Most of Invesco Advantage's value examination focuses on studying past and present price action to predict the probability of Invesco Advantage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Advantage's price. Additionally, you may evaluate how the addition of Invesco Advantage to your portfolios can decrease your overall portfolio volatility.
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