Invesco Total Return Etf Profile
| GTO Etf | USD 45.68 0.05 0.11% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Invesco Total is selling at 45.68 as of the 19th of April 2024; that is -0.11 percent decrease since the beginning of the trading day. The etf's open price was 45.73. Invesco Total has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Invesco Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund will normally invest in a portfolio of fixed income instruments of varying maturities and of any credit quality. Total Return is traded on NYSEARCA Exchange in the United States. More on Invesco Total Return
Moving together with Invesco Etf
| 0.96 | IUSB | iShares Core Total | PairCorr |
| 0.87 | FIXD | First Trust TCW | PairCorr |
| 0.89 | FBND | Fidelity Total Bond Sell-off Trend | PairCorr |
| 0.9 | TOTL | SPDR DoubleLine Total | PairCorr |
| 0.99 | HTRB | Hartford Total Return | PairCorr |
| 0.97 | EUSB | iShares Trust | PairCorr |
Invesco Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Total's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Total or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Broad Debt ETFs (View all Themes) |
| Old Names | [Gemalto NV, Gemalto N.V] |
| Business Concentration | Broad Debt ETFs, Intermediate Core-Plus Bond, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2016-02-10 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.23 Billion |
| Average Trading Valume | 171,931.7 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Broad Debt |
| Market Concentration | Developed Markets |
| Region | Global |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Michael Hyman, Chuck Burge, Matt Brill |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 958 |
| Market Maker | Citadel |
| Total Expense | 0.5 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | (2.22) |
| Name | Invesco Total Return Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00KJR1HV2 |
| In Threey Volatility | 7.84 |
| 1y Volatility | 7.59 |
| 200 Day M A | 45.9103 |
| 50 Day M A | 46.5004 |
| Code | GTO |
| Updated At | 19th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.68) |
Invesco Total Return [GTO] is traded in USA and was established 2016-02-10. The fund is classified under Intermediate Core-Plus Bond category within Invesco family. The entity is thematically classified as Broad Debt ETFs. Invesco Total Return currently have 779.68 M in assets under management (AUM). , while the total return for the last 3 years was -3.6%.
Check Invesco Total Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Total Return Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Total Return Etf Constituents
| GSY | Invesco Ultra Short | Etf | Ultrashort Bond |
| GOF | Guggenheim Strategic Opportunities | Etf | Asset Management |
Invesco Total Target Price Odds Analysis
Contingent on a normal probability distribution, the odds of Invesco Total jumping above the current price in 90 days from now is about 99.0%. The Invesco Total Return probability density function shows the probability of Invesco Total etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Invesco Total has a beta of 0.2557. This usually indicates as returns on the market go up, Invesco Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Total Return will be expected to be much smaller as well. Additionally, invesco Total Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Total to move above the current price in 90 days from now is about 99.0 (This Invesco Total Return probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Invesco Total Return Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Total market risk premium is the additional return an investor will receive from holding Invesco Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Total's alpha and beta are two of the key measurements used to evaluate Invesco Total's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.06) | |||
| Treynor Ratio | (0.13) |
Invesco Total Against Markets
Picking the right benchmark for Invesco Total etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Total etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Total is critical whether you are bullish or bearish towards Invesco Total Return at a given time. Please also check how Invesco Total's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco Total 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?
Run CEOs Directory Now
CEOs DirectoryScreen CEOs from public companies around the world |
| All Next | Launch Module |
How to buy Invesco Etf?
Before investing in Invesco Total, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Total. To buy Invesco Total etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Total. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Total etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Total Return etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Total Return etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Invesco Total Return, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Invesco Etf please use our How to Invest in Invesco Total guide.
Already Invested in Invesco Total Return?
The danger of trading Invesco Total Return is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Total is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Total. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Total Return is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Invesco Total Return offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco Total's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Total Return Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Total Return Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Total Return. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of Invesco Total Return 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 Total's value that differs from its market value or its book value, called intrinsic value, which is Invesco Total'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 Total's market value can be influenced by many factors that don't directly affect Invesco Total'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 Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Total'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.