Invesco Dividend Price To Book vs. Five Year Return
| IAUTX Fund | USD 26.33 1.58 5.66% |
For Invesco Dividend profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Dividend to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Dividend Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Dividend's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Dividend Income over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Dividend Income Five Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Dividend's current stock value. Our valuation model uses many indicators to compare Invesco Dividend value to that of its competitors to determine the firm's financial worth. Invesco Dividend Income is currently considered the top fund in price to book among similar funds. It also is currently considered the top fund in five year return among similar funds reporting about 3.53 of Five Year Return per Price To Book. 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 Dividend's earnings, one of the primary drivers of an investment's value.Invesco Five Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Invesco Dividend |
| = | 2.56 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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 Dividend |
| = | 9.03 % |
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 Dividend is currently under evaluation in five year return among similar funds.
Invesco Dividend Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Dividend, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Dividend will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Dividend's change in net profit over the period of time. It can combine multiple indicators of Invesco Dividend, 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.
The fund invests, under normal circumstances, at least 80 percent of its net assets in dividend-paying equity securities and in other instruments that have economic characteristics similar to such securities. It may invest up to 25 percent of its net assets in foreign securities. The fund may invest in securities of issuers of all capitalization sizes and under normal market conditions, it is currently expected that it will invest a substantial percentage of its assets in large-capitalization issuers.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Dividend. 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 Dividend 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 Dividend's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Invesco Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Invesco Dividend position
In addition to having Invesco Dividend 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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Large Cap ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Large Cap ETFs theme has 686 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Cap ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund
To fully project Invesco Dividend's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Dividend 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 Dividend's income statement, its balance sheet, and the statement of cash flows.
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