Invesco Comstock Financial Statements From 2010 to 2024
| ACSDX Fund | USD 28.97 0.27 0.94% |
Check Invesco Comstock financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Invesco financial statements analysis is a perfect complement when working with Invesco Comstock Valuation or Volatility modules.
Invesco |
Invesco Stock Fund Mutual Fund Year To Date Return Analysis
Invesco Comstock's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Comstock Year To Date Return | 5.57 % |
Most of Invesco Comstock's fundamental indicators, such as Year To Date 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 Stock Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Invesco Stock Fund has a Year To Date Return of 5.5674%. This is much higher than that of the Invesco family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Invesco Comstock Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Comstock's current stock value. Our valuation model uses many indicators to compare Invesco Comstock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Comstock competition to find correlations between indicators driving Invesco Comstock's intrinsic value. More Info.Invesco Stock Fund is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Stock Fund is roughly 10.73 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Comstock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Comstock'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 Comstock's earnings, one of the primary drivers of an investment's value.About Invesco Comstock Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Invesco Comstock income statement, its balance sheet, and the statement of cash flows. Invesco Comstock investors use historical funamental indicators, such as Invesco Comstock's revenue or net income, to determine how well the company is positioned to perform in the future. Although Invesco Comstock investors may use each financial statement separately, they are all related. The changes in Invesco Comstock's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Comstock's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Invesco Comstock Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Invesco Comstock. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund may invest up to 10 percent of its net assets in real estate investment trusts .
Pair Trading with Invesco Comstock
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 Comstock 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 Comstock will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.94 | OARDX | Oppenheimer Rising | PairCorr |
| 0.9 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Comstock 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 Comstock 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 Comstock - 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 Stock Fund to buy it.
The correlation of Invesco Comstock 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 Comstock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Comstock 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 Comstock 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 the analysis of Invesco Comstock Correlation against competitors. Note that the Invesco Comstock information on this page should be used as a complementary analysis to other Invesco Comstock'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.