Invesco Income Financials
| CLIAX Fund | USD 10.28 0.06 0.59% |
Invesco |
Please note that past performance is not an indicator of the future performance of Invesco Income, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Income Fund Summary
Invesco Income competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. It invests its assets in a selection of underlying funds which invest primarily in international or domestic equities, fixed-income securities or real estate investment trusts. The funds target allocation is to invest 60-70 percent of its total assets in underlying funds that invest primarily in fixed-income securities and 30-40 percent of its total assets in underlying funds that invest primarily in equity securities, including REITs.Specialization | Allocation--30% to 50% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00141M2263 |
| Business Address | AIM Growth Series |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
You should never invest in Invesco Income Allocation without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Invesco Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Invesco Income's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Invesco Income Key Financial Ratios
Generally speaking, Invesco Income's financial ratios allow both analysts and investors to convert raw data from Invesco Income's financial statements into concise, actionable information that can be used to evaluate the performance of Invesco Income over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Invesco Income Allocation reports annually and quarterly.Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Income's current stock value. Our valuation model uses many indicators to compare Invesco Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Income competition to find correlations between indicators driving Invesco Income's intrinsic value. More Info.Invesco Income Allocation is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Income Allocation is roughly 10.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Income's Mutual Fund. 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. 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 Income's earnings, one of the primary drivers of an investment's value.Invesco Income Allocation Systematic Risk
Invesco Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty-two with a total number of output elements of nine. The Beta measures systematic risk based on how returns on Invesco Income Allocation correlated with the market. If Beta is less than 0 Invesco Income generally moves in the opposite direction as compared to the market. If Invesco Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Income Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Income is generally in the same direction as the market. If Beta > 1 Invesco Income moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Income May 5, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Income Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Income Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5222 | |||
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 1.74 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.4946 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Income Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Invesco Income Allocation information on this page should be used as a complementary analysis to other Invesco Income's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.