Invesco Kbw High Etf Beta
KBWD Etf | USD 15.34 0.05 0.33% |
Invesco KBW High fundamentals help investors to digest information that contributes to Invesco KBW's financial success or failures. It also enables traders to predict the movement of Invesco Etf. The fundamental analysis module provides a way to measure Invesco KBW'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 KBW etf.
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Invesco KBW High ETF Beta Analysis
Invesco KBW's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Invesco KBW Beta | 1.3 |
Most of Invesco KBW's fundamental indicators, such as Beta, 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 KBW High is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Invesco KBW High has a Beta of 1.3. This is much higher than that of the Invesco family and significantly higher than that of the Financial category. The beta for all United States etfs is notably lower than that of the firm.
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Fund Asset Allocation for Invesco KBW
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Invesco KBW'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.
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco KBW will likely underperform.
Invesco Fundamentals
Price To Earning | 11.20 X | |||
Price To Book | 0.89 X | |||
Price To Sales | 2.40 X | |||
Number Of Employees | 167 | |||
Beta | 1.3 | |||
Total Asset | 342.12 M | |||
One Year Return | 22.80 % | |||
Three Year Return | 0.70 % | |||
Five Year Return | 2.70 % | |||
Ten Year Return | 4.40 % | |||
Net Asset | 342.12 M | |||
Last Dividend Paid | 0.14 | |||
Equity Positions Weight | 100.00 % |
About Invesco KBW Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco KBW High's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco KBW using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco KBW High based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Invesco KBW in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Invesco KBW's short interest history, or implied volatility extrapolated from Invesco KBW options trading.
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Try AI Portfolio ArchitectCheck out Invesco KBW Piotroski F Score and Invesco KBW Altman Z Score analysis. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of Invesco KBW High is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco KBW's value that differs from its market value or its book value, called intrinsic value, which is Invesco KBW's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco KBW's market value can be influenced by many factors that don't directly affect Invesco KBW's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco KBW's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco KBW is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco KBW's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.