Invesco Quality Income Fund Five Year Return
VUSSX Fund | USD 9.58 0.03 0.31% |
Invesco Quality Income fundamentals help investors to digest information that contributes to Invesco Quality's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Quality'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 Quality mutual fund.
Invesco |
Invesco Quality Income Mutual Fund Five Year Return Analysis
Invesco Quality's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Quality Five Year Return | (0.24) % |
Most of Invesco Quality's fundamental indicators, such as Five 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 Quality Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition |
According to the company disclosure, Invesco Quality Income has a Five Year Return of -0.2375%. This is much lower than that of the Invesco family and significantly lower than that of the Intermediate Government category. The five year return for all United States funds is notably higher than that of the company.
Invesco Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Quality's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Quality could also be used in its relative valuation, which is a method of valuing Invesco Quality by comparing valuation metrics of similar companies.Invesco Quality is currently under evaluation in five year return among similar funds.
Invesco Fundamentals
Total Asset | 719.04 M | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 2.12 % | ||||
One Year Return | 3.26 % | ||||
Three Year Return | (1.83) % | ||||
Five Year Return | (0.24) % | ||||
Ten Year Return | 3.17 % | ||||
Net Asset | 517.09 M | ||||
Last Dividend Paid | 0.03 | ||||
Cash Position Weight | (12.33) % |
About Invesco Quality Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Quality Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Quality using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Quality Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, 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.
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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 Quality 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 Quality security.
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