Invesco FTSE One Year Return vs. Five Year Return
| PSRW Etf | EUR 26.87 0.20 0.75% |
For Invesco FTSE profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco FTSE to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco FTSE RAFI utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco FTSE's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco FTSE RAFI over time as well as its relative position and ranking within its peers.
Invesco |
Invesco FTSE RAFI Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco FTSE's current stock value. Our valuation model uses many indicators to compare Invesco FTSE value to that of its competitors to determine the firm's financial worth. Invesco FTSE RAFI is regarded fifth largest ETF in one year return as compared to similar ETFs. It is rated below average in five year return as compared to similar ETFs reporting about 0.08 of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Invesco FTSE RAFI is roughly 12.24 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco FTSE by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco FTSE's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco Five Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Invesco FTSE |
| = | 31.45 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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 FTSE |
| = | 2.57 % |
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 FTSE is rated below average in five year return as compared to similar ETFs.
Invesco FTSE Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco FTSE, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco FTSE will eventually generate negative long term returns. The profitability progress is the general direction of Invesco FTSE's change in net profit over the period of time. It can combine multiple indicators of Invesco FTSE, 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 seeks to provide investors with investment results which,before expenses,correspond to the price and yield performance of the FTSE RAFI All-World 3000 Index in US Dollar terms. PowerShares FTSE is traded on Paris Stock Exchange in France.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco FTSE. 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 FTSE 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 FTSE's important profitability drivers and their relationship over time.
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| One Year Return vs Bond Positions Weight |
Use Invesco FTSE 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 FTSE 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 FTSE will appreciate offsetting losses from the drop in the long position's value.Invesco FTSE Pair Trading
Invesco FTSE RAFI Pair Trading Analysis
The ability to find closely correlated positions to Invesco FTSE 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 FTSE 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 FTSE - 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 FTSE RAFI to buy it.
The correlation of Invesco FTSE 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 FTSE moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco FTSE RAFI 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 FTSE 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.Use Investing Themes to Complement your Invesco FTSE position
In addition to having Invesco FTSE 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 Latest Losers Thematic Idea Now
Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 103 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 Latest Losers Theme or any other thematic opportunities.
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Additional Information and Resources on Investing in Invesco Etf
When determining whether Invesco FTSE RAFI offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco FTSE's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Ftse Rafi Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Ftse Rafi Etf:Check out Your Equity Center. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
To fully project Invesco FTSE's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco FTSE RAFI 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 FTSE's income statement, its balance sheet, and the statement of cash flows.