Invesco Balanced Financials
| BRCYX Fund | USD 7.02 0.04 0.57% |
Invesco |
Please note that past performance is not an indicator of the future performance of Invesco Balanced, 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 Balanced Fund Summary
Invesco Balanced competes with Deutsche Health, Schwab Health, Prudential Health, Fidelity Advisor, and Delaware Healthcare. The fund invests, under normal conditions, in derivatives and other commodity-linked instruments whose performance is expected to correspond to the performance of the underlying commodity, without investing directly in physical commodities. Invesco Balanced is traded on NASDAQ Exchange in the United States.Specialization | Commodities Broad Basket, Commodities Broad Basket |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00888Y5087 |
| Business Address | AIM Investment Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Commodities Broad Basket |
| Benchmark | NYSE Composite |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
You should never invest in Invesco Balanced Risk Modity 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 Balanced'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 Balanced Key Financial Ratios
Generally speaking, Invesco Balanced's financial ratios allow both analysts and investors to convert raw data from Invesco Balanced's financial statements into concise, actionable information that can be used to evaluate the performance of Invesco Balanced 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 Balanced Risk reports annually and quarterly.Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Balanced's current stock value. Our valuation model uses many indicators to compare Invesco Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Balanced competition to find correlations between indicators driving Invesco Balanced's intrinsic value. More Info.Invesco Balanced Risk Modity is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 398.86 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Balanced'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 Balanced's earnings, one of the primary drivers of an investment's value.Invesco Balanced Risk Systematic Risk
Invesco Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Balanced 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Invesco Balanced Risk correlated with the market. If Beta is less than 0 Invesco Balanced generally moves in the opposite direction as compared to the market. If Invesco Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Balanced Risk is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Balanced is generally in the same direction as the market. If Beta > 1 Invesco Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Balanced April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Balanced Risk Modity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Balanced Risk Modity 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 Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5576 | |||
| Information Ratio | 0.0019 | |||
| Maximum Drawdown | 1.96 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 0.9077 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Balanced Risk Modity. 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 manufacturing. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.