Invesco Dividend Achievers Etf Performance
| PFM Etf | USD 40.49 0.02 0.05% |
The etf retains a Market Volatility (i.e., Beta) of 0.0082, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Dividend is expected to be smaller as well.
Risk-Adjusted Performance
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Dividend Achievers are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical and fundamental indicators, Invesco Dividend is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Invesco Dividend Achievers ETF Stock Holdings Trimmed by PNC Financial Services Group Inc. - Defense World | 03/08/2024 |
2 | EP Wealth Advisors LLC Purchases 16860 Shares of Invesco Dividend Achievers ETF - Defense World | 03/15/2024 |
3 | PFM Good For Dividend Exposure Overall - Seeking Alpha | 04/01/2024 |
| In Threey Sharp Ratio | 0.47 |
Invesco |
Invesco Dividend Relative Risk vs. Return Landscape
If you would invest 4,010 in Invesco Dividend Achievers on January 20, 2024 and sell it today you would earn a total of 39.00 from holding Invesco Dividend Achievers or generate 0.97% return on investment over 90 days. Invesco Dividend Achievers is generating 0.0173% of daily returns assuming volatility of 0.5787% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Dividend Achievers, and traders can use it to determine the average amount a Invesco Dividend's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0298
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| Negative Returns | PFM |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Invesco Dividend is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Dividend by adding it to a well-diversified portfolio.
Invesco Dividend Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Dividend, and Invesco Dividend fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Return On Equity | 2.0 | |||
| Return On Asset | 0.0236 | |||
| Profit Margin | 0.0001 % | |||
| Shares Outstanding | 12.95 M | |||
| Price To Earning | 4.98 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 1.60 X | |||
| Revenue | 7.65 M | |||
| Earnings Per Share | 1.79 X | |||
| Total Asset | 628.11 M | |||
About Invesco Dividend Performance
To evaluate Invesco Dividend Ach Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Dividend generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Dividend Ach market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Dividend Achievers is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: PFM Good For Dividend Exposure Overall - Seeking Alpha | |
| The fund maintains 99.94% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dividend Achievers. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Invesco Dividend Ach information on this page should be used as a complementary analysis to other Invesco Dividend'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 Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of Invesco Dividend Ach is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Dividend's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dividend's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Dividend's market value can be influenced by many factors that don't directly affect Invesco Dividend's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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.