Invesco Financial Preferred Etf Performance
| PGF Etf | USD 14.52 0.08 0.55% |
The etf retains a Market Volatility (i.e., Beta) of 0.63, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Financial is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco Financial Preferred has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Invesco Financial is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | Anchor Investment Management LLC Invests 83000 in Invesco Financial Preferred ETF - Defense World | 03/19/2024 |
2 | Private Trust Co. NA Sells 33872 Shares of Invesco Financial Preferred ETF - Defense World | 04/12/2024 |
| In Threey Sharp Ratio | -0.23 |
Invesco |
Invesco Financial Relative Risk vs. Return Landscape
If you would invest 1,466 in Invesco Financial Preferred on January 24, 2024 and sell it today you would lose (14.00) from holding Invesco Financial Preferred or give up 0.95% of portfolio value over 90 days. Invesco Financial Preferred is generating negative expected returns assuming volatility of 0.5936% 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 Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Financial's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Financial Preferred, and traders can use it to determine the average amount a Invesco Financial'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 = -0.0231
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Financial is not performing at its full potential. However, 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 Financial by adding Invesco Financial to a well-diversified portfolio.
Invesco Financial Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Financial, and Invesco Financial 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 | 0.0797 | |||
| Return On Asset | 8.0E-4 | |||
| Profit Margin | 1.08 % | |||
| Operating Margin | 90.97 % | |||
| Revenue | 122.85 M | |||
| EBITDA | 111.76 M | |||
| Earnings Per Share | 1.18 X | |||
| Total Asset | 1.2 B | |||
| Current Asset | 15.41 M | |||
| Current Liabilities | 69.18 M | |||
About Invesco Financial Performance
To evaluate Invesco Financial 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 Financial 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 Financial 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. Financial Preferred is traded on NYSEARCA Exchange in the United States.| Invesco Financial generated a negative expected return over the last 90 days | |
| The company has a current ratio of 0.22, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Invesco Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Invesco Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Invesco Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Invesco to invest in growth at high rates of return. When we think about Invesco Financial's use of debt, we should always consider it together with cash and equity. | |
| Latest headline from news.google.com: Private Trust Co. NA Sells 33872 Shares of Invesco Financial Preferred ETF - Defense World | |
| The fund generated three year return of -3.0% | |
| Invesco Financial maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Financial Preferred. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Invesco Financial information on this page should be used as a complementary analysis to other Invesco Financial'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 Center module to all portfolio management and optimization tools to improve performance of your portfolios.
The market value of Invesco Financial 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 Financial's value that differs from its market value or its book value, called intrinsic value, which is Invesco Financial'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 Financial's market value can be influenced by many factors that don't directly affect Invesco Financial'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 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Financial'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.