Invesco Short Financials
ISTFX Fund | USD 8.07 0.01 0.12% |
Invesco |
Please note that you must use caution to infer results of funds 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 Short Fund Summary
Invesco Short competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund invests at least 80 percent of its net assets in fixed-income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities. The fund may invest up to 25 percent of its net assets in foreign debt securities, including debt securities of issuers located in emerging markets countries. The adviser will attempt to maintain a dollar-weighted average portfolio maturity and duration of less than three years.Specialization | Short-Term Bond, Large |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US0014215778 |
Business Address | AIM Investment Securities |
Mutual Fund Family | Invesco |
Mutual Fund Category | Short-Term Bond |
Benchmark | Dow Jones Industrial |
Phone | 800 959 4246 |
Currency | USD - US Dollar |
Invesco Short Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Short's current stock value. Our valuation model uses many indicators to compare Invesco Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Short competition to find correlations between indicators driving Invesco Short's intrinsic value. More Info.Invesco Short Term is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 2,826 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 Short's earnings, one of the primary drivers of an investment's value.Invesco Short Term Systematic Risk
Invesco Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Short 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 Short Term correlated with the market. If Beta is less than 0 Invesco Short generally moves in the opposite direction as compared to the market. If Invesco Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Short Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Short is generally in the same direction as the market. If Beta > 1 Invesco Short moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Short December 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Short Term. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Short Term 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 Short's daily price indicators and compare them against related drivers.
Information Ratio | (0.43) | |||
Maximum Drawdown | 0.7398 | |||
Value At Risk | (0.12) | |||
Potential Upside | 0.1239 |
Other Information on Investing in Invesco Mutual Fund
Invesco Short 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 Short security.
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