Invesco Short Bond Positions Weight vs. Ten Year Return
| STBCX Fund | USD 8.06 0.02 0.25% |
For Invesco Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Short Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Short Term over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Short Term Ten Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Short's current stock value. Our valuation model uses many indicators to compare Invesco Short value to that of its competitors to determine the firm's financial worth. Invesco Short Term is rated top fund in bond positions weight among similar funds. It also is rated top fund in ten year return among similar funds reporting about 0.11 of Ten Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Ten Year Return for Invesco Short Term is roughly 9.30 . 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 Short's earnings, one of the primary drivers of an investment's value.Invesco Ten Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Invesco Short |
| = | 15.06 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Invesco Short |
| = | 1.62 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Invesco Ten Year Return Comparison
Invesco Short is currently under evaluation in ten year return among similar funds.
Invesco Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Short will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Short's change in net profit over the period of time. It can combine multiple indicators of Invesco Short, 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 at least 80 percent of its net assets in fixed-income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities. The fund may invest up to 25 percent of its net assets in foreign debt securities, including debt securities of issuers located in emerging markets countries. The adviser will attempt to maintain a dollar-weighted average portfolio maturity and duration of less than three years.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Short. 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 Short 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 Short's important profitability drivers and their relationship over time.
Use Invesco Short 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 Short 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 Short will appreciate offsetting losses from the drop in the long position's value.Invesco Short Pair Trading
Invesco Short Term Pair Trading Analysis
The ability to find closely correlated positions to Invesco Short 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 Short 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 Short - 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 Short Term to buy it.
The correlation of Invesco Short 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 Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Short Term 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 Short 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 Short position
In addition to having Invesco Short 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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Obamacare Repeal
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 56 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 Obamacare Repeal Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund
To fully project Invesco Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Short Term 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 Short's income statement, its balance sheet, and the statement of cash flows.
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