Invesco Sp 500 Etf Three Year Return
SPVU Etf | USD 49.37 0.73 1.50% |
Invesco SP 500 fundamentals help investors to digest information that contributes to Invesco SP's financial success or failures. It also enables traders to predict the movement of Invesco Etf. The fundamental analysis module provides a way to measure Invesco SP'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 SP etf.
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Invesco Three Year Return Analysis
Invesco SP's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco SP Three Year Return | 9.40 % |
Most of Invesco SP's fundamental indicators, such as Three 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 SP 500 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Invesco SP Three Year Return Component Assessment
Based on the latest financial disclosure, Invesco SP 500 has a Three Year Return of 9.4%. This is 24.07% lower than that of the Invesco family and 15.32% lower than that of the Large Value category. The three year return for all United States etfs is 191.02% lower than that of the firm.
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Fund Asset Allocation for Invesco SP
The fund invests 100.17% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Invesco SP'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 | 13.35 X | |||
Price To Book | 1.30 X | |||
Price To Sales | 0.68 X | |||
Number Of Employees | 395 | |||
Beta | 0.93 | |||
Total Asset | 115.07 M | |||
One Year Return | 31.40 % | |||
Three Year Return | 9.40 % | |||
Five Year Return | 10.90 % | |||
Net Asset | 115.07 M | |||
Last Dividend Paid | 0.22 | |||
Equity Positions Weight | 100.17 % |
About Invesco SP Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco SP 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco SP using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco SP 500 based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. SP 500 is traded on NYSEARCA Exchange in the United States.
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 SP 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 SP's short interest history, or implied volatility extrapolated from Invesco SP options trading.
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When determining whether Invesco SP 500 is a strong investment it is important to analyze Invesco SP's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco SP's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:Check out Invesco SP Piotroski F Score and Invesco SP Altman Z Score analysis. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Complementary Tools for Invesco Etf analysis
When running Invesco SP's price analysis, check to measure Invesco SP's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco SP is operating at the current time. Most of Invesco SP's value examination focuses on studying past and present price action to predict the probability of Invesco SP's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco SP's price. Additionally, you may evaluate how the addition of Invesco SP to your portfolios can decrease your overall portfolio volatility.
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The market value of Invesco SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP'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 SP's market value can be influenced by many factors that don't directly affect Invesco SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP'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.