Invesco Competitors
IVZ Stock | USD 17.47 0.31 1.74% |
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Invesco |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Plc's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Plc Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Plc and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Plc does not affect the price movement of the other competitor.
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Risk-Adjusted Indicators
There is a big difference between Invesco Stock performing well and Invesco Plc Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Plc's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
---|---|---|---|---|---|---|---|---|---|---|
MHD | 0.44 | 0.00 | (0.08) | 0.11 | 0.64 | 0.73 | 3.10 | |||
DTF | 0.26 | 0.02 | (0.14) | 0.71 | 0.23 | 0.62 | 1.89 | |||
JHS | 0.30 | (0.02) | (0.14) | (0.03) | 0.46 | 0.61 | 3.04 | |||
CXH | 0.31 | 0.01 | (0.12) | 0.22 | 0.38 | 0.63 | 1.84 | |||
MYD | 0.47 | (0.02) | (0.11) | 0.00 | 0.59 | 1.05 | 2.88 | |||
MUI | 0.19 | 0.01 | (0.15) | 0.30 | 0.20 | 0.41 | 1.66 | |||
MQY | 0.35 | (0.01) | (0.12) | (0.03) | 0.55 | 0.79 | 2.73 | |||
MYI | 0.34 | (0.05) | 0.00 | (0.18) | 0.00 | 0.76 | 2.61 | |||
MUE | 0.35 | (0.01) | (0.12) | 0.00 | 0.48 | 0.85 | 2.46 | |||
MVF | 0.41 | (0.03) | 0.00 | (0.25) | 0.00 | 0.80 | 2.81 |
Cross Equities Net Income Analysis
Compare Invesco Plc and related stocks such as Blackrock Muniholdings, DTF Tax Free, and John Hancock Income Net Income Over Time
Select Fundamental2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTF | 9.3 M | 15.4 M | 15.4 M | 15.4 M | 3.9 M | 7.5 M | 1.1 M | (3.8 M) | 14.3 M | 4.4 M | 2.9 M | (22.7 M) | 3.1 M | 2.8 M | 1.8 M |
JHS | 13.8 M | 16.6 M | 16.6 M | 16.6 M | 2.3 M | 14 M | 10.3 M | (7.1 M) | 23.5 M | 13.2 M | 9.7 M | (42.3 M) | 273.3 K | 246 K | 233.7 K |
CXH | 12.9 M | 17.3 M | 17.3 M | 17.3 M | 6.2 M | 485.3 K | 9.1 M | 1 M | 9.4 M | 4.4 M | 4.9 M | (18.3 M) | 1.6 M | 1.4 M | 1.5 M |
Invesco Plc and related stocks such as Blackrock Muniholdings, DTF Tax Free, and John Hancock Income Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Plc financial statement analysis. It represents the amount of money remaining after all of Invesco Plc operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Invesco Plc Competitive Analysis
The better you understand Invesco Plc competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Plc's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Plc's competition over several years is one of the best ways to analyze its investment potential.Better Than Average | Worse Than Peers | View Performance Chart |
Invesco Plc Competition Performance Charts
Five steps to successful analysis of Invesco Plc Competition
Invesco Plc's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Plc in relation to its competition. Invesco Plc's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Invesco Plc in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Plc's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Plc, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Invesco Plc position
In addition to having Invesco Plc 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?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers theme has 61 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 Computers Theme or any other thematic opportunities.
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Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.