Invesco Peak Bond Positions Weight vs. One Year Return
| PKRZXDelisted Fund | USD 10.38 0.00 0.00% |
For Invesco Peak profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Peak to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Peak Retirement utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Peak's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Peak Retirement over time as well as its relative position and ranking within its peers.
Invesco |
Invesco Peak Retirement One Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Peak's current stock value. Our valuation model uses many indicators to compare Invesco Peak value to that of its competitors to determine the firm's financial worth. Invesco Peak Retirement is rated top fund in bond positions weight among similar funds. It also is rated top fund in one year return among similar funds reporting about 4.22 of One Year Return per Bond Positions Weight. 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 Peak's earnings, one of the primary drivers of an investment's value.Invesco One Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Invesco Peak |
| = | 0.49 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Invesco Peak |
| = | 2.07 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Invesco One Year Return Comparison
Invesco Peak is currently under evaluation in one year return among similar funds.
Invesco Peak Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Peak, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Peak will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Peak's change in net profit over the period of time. It can combine multiple indicators of Invesco Peak, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks total return over time, consistent with its strategic target allocation. Invesco Peak is traded on NASDAQ Exchange in the United States.
Invesco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Invesco Peak. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Peak position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Peak's important profitability drivers and their relationship over time.
| Bond Positions Weight vs Net Asset | ||
| Last Dividend Paid vs One Year Return | ||
| Bond Positions Weight vs Cash Position Weight | ||
| Equity Positions Weight vs One Year Return |
Use Invesco Peak in pair-trading
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 Peak 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 Peak will appreciate offsetting losses from the drop in the long position's value.Invesco Peak Pair Trading
Invesco Peak Retirement Pair Trading Analysis
The ability to find closely correlated positions to Invesco Peak 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 Peak 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 Peak - 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 Peak Retirement to buy it.
The correlation of Invesco Peak 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 Peak moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Peak Retirement 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 Peak 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.Use Investing Themes to Complement your Invesco Peak position
In addition to having Invesco Peak in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.
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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Other Consideration for investing in Invesco Mutual Fund
If you are still planning to invest in Invesco Peak Retirement check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco Peak's history and understand the potential risks before investing.
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