Invesco Small Ten Year Return vs. Cash Position Weight
| VSMIX Fund | USD 25.11 0.17 0.67% |
For Invesco Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Small Cap over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Small Cap Cash Position Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Small's current stock value. Our valuation model uses many indicators to compare Invesco Small value to that of its competitors to determine the firm's financial worth. Invesco Small Cap is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.33 of Cash Position Weight per Ten Year Return. The ratio of Ten Year Return to Cash Position Weight for Invesco Small Cap is roughly 3.02 . 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 Small's earnings, one of the primary drivers of an investment's value.Invesco Cash Position Weight vs. Ten Year Return
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 Small |
| = | 6.76 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Invesco Small |
| = | 2.24 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Invesco Cash Position Weight Comparison
Invesco Small is currently under evaluation in cash position weight among similar funds.
Invesco Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Small will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Small's change in net profit over the period of time. It can combine multiple indicators of Invesco Small, 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 securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. Invesco Small is traded on NASDAQ Exchange in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Small. 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 Small 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 Small's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco Small 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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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
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Use Investing Themes to Complement your Invesco Small position
In addition to having Invesco Small 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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Data Storage
Companies making data storages or providing data storage services. The Data Storage theme has 48 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 Data Storage Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund
To fully project Invesco Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Small Cap 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 Small's income statement, its balance sheet, and the statement of cash flows.
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