Invesco Dividend Price To Earning vs. Three Year Return

IAUTX Fund  USD 26.33  1.58  5.66%   
Based on the measurements of profitability obtained from Invesco Dividend's financial statements, Invesco Dividend Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Invesco Dividend's ability to earn profits and add value for shareholders.
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.
  
Check out Risk vs Return Analysis.
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.

Invesco Dividend Income Three Year Return vs. Price To Earning 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 earning among similar funds. It is rated third overall fund in three year return among similar funds reporting about  2.32  of Three Year Return per Price To Earning. 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 Three Year Return vs. Price To Earning

Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

Invesco Dividend

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
4.02 X
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Invesco Dividend

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
9.34 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Invesco Three Year Return Comparison

Invesco Dividend is currently under evaluation in three 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.

Use Invesco Dividend in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Dividend position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Dividend will appreciate offsetting losses from the drop in the long position's value.

Invesco Dividend Pair Trading

Invesco Dividend Income Pair Trading Analysis

The ability to find closely correlated positions to Invesco Dividend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Dividend when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Dividend - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Dividend Income to buy it.
The correlation of Invesco Dividend is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Dividend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Dividend Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Dividend can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

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?

Run Basic Utilities Thematic Idea Now

Basic Utilities
Basic Utilities Theme
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 46 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 Basic Utilities 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.
Potential Invesco Dividend investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Invesco Dividend investors may work on each financial statement separately, they are all related. The changes in Invesco Dividend's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Dividend's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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