Invesco Balanced Financial Statements From 2010 to 2024
| BRCAX Fund | USD 6.27 0.04 0.64% |
Check Invesco Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Invesco financial statements analysis is a perfect complement when working with Invesco Balanced Valuation or Volatility modules.
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Invesco Balanced Risk Modity Mutual Fund Three Year Return Analysis
Invesco Balanced'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 Balanced Three Year Return | 4.17 % |
Most of Invesco Balanced'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 Balanced Risk Modity 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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Based on the latest financial disclosure, Invesco Balanced Risk Modity has a Three Year Return of 4.17%. This is much higher than that of the Invesco family and significantly higher than that of the Commodities Broad Basket category. The three year return for all United States funds is notably lower than that of the firm.
Invesco Balanced Risk Fundamental Drivers 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 also is the top fund in year to date return among similar funds creating about 296.07 of Year To Date Return per Annual Yield. 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.About Invesco Balanced Financial Statements
Invesco Balanced investors use historical fundamental indicators, such as Invesco Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Invesco Balanced. Please read more on our technical analysis and fundamental analysis pages.
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. It seeks to achieve its investment objective by investing in derivatives and other commodity-linked instruments that provide exposure to the following four sectors of the commodities markets agriculturallivestock, energy, industrial metals and precious metals.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Invesco Mutual Fund
Invesco Balanced financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Balanced security.
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