Invesco Disciplined Equity Fund Five Year Return
| AWEIX Fund | USD 29.56 0.36 1.23% |
Invesco Disciplined Equity fundamentals help investors to digest information that contributes to Invesco Disciplined's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Disciplined's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Disciplined mutual fund.
Invesco |
Invesco Disciplined Equity Mutual Fund Five Year Return Analysis
Invesco Disciplined's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Disciplined Five Year Return | 11.37 % |
Most of Invesco Disciplined's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Disciplined Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Invesco Disciplined Equity has a Five Year Return of 11.3746%. This is much higher than that of the CIBC Private Wealth Management family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Invesco Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Disciplined's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Disciplined could also be used in its relative valuation, which is a method of valuing Invesco Disciplined by comparing valuation metrics of similar companies.Invesco Disciplined is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Invesco Disciplined
The fund consists of 98.88% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Invesco Disciplined's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Price To Earning | 18.70 X | |||
| Price To Book | 2.49 X | |||
| Price To Sales | 1.68 X | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 5.69 % | |||
| One Year Return | 20.99 % | |||
| Three Year Return | 5.56 % | |||
| Five Year Return | 11.37 % | |||
| Ten Year Return | 13.60 % | |||
| Net Asset | 1.52 B | |||
| Minimum Initial Investment | 250 K | |||
| Cash Position Weight | 1.12 % | |||
| Equity Positions Weight | 98.88 % |
About Invesco Disciplined Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Disciplined Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Disciplined using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Disciplined Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Invesco Disciplined in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Invesco Disciplined's short interest history, or implied volatility extrapolated from Invesco Disciplined options trading.
Pair Trading with Invesco Disciplined
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 Disciplined 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 Disciplined will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.81 | AWGIX | Cibc Atlas All | PairCorr |
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.99 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.99 | VTSMX | Vanguard Total Stock | PairCorr |
The ability to find closely correlated positions to Invesco Disciplined 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 Disciplined 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 Disciplined - 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 Disciplined Equity to buy it.
The correlation of Invesco Disciplined 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 Disciplined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Disciplined 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 Disciplined 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Disciplined Equity. 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 gross domestic product. You can also try the Stocks Directory module to find actively traded stocks across global markets.