Invesco Income Allocation Fund One Year Return
| IIASX Fund | USD 10.82 0.02 0.18% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Invesco Income's long-term financial health and intrinsic value.
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Invesco Income Allocation Mutual Fund One Year Return Analysis
Invesco Income's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco Income One Year Return | 8.63 % |
Most of Invesco Income's fundamental indicators, such as One 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 Income Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the recorded statements, Invesco Income Allocation has an One Year Return of 8.6327%. This is much higher than that of the Invesco family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Invesco Income
The fund invests 34.06% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.29%) , cash (8.84%) and various exotic instruments.Asset allocation divides Invesco Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Total Asset | 473.3 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 5.88 % | ||||
| One Year Return | 8.63 % | ||||
| Three Year Return | 5.80 % | ||||
| Five Year Return | 4.36 % | ||||
| Ten Year Return | 5.84 % | ||||
| Net Asset | 542.17 M | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 8.84 % | ||||
| Equity Positions Weight | 34.06 % | ||||
| Bond Positions Weight | 4.29 % |
About Invesco Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Income Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Income Allocation 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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Invesco Income 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 Income security.
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