Invesco Oppenheimer Financial Statements From 2010 to 2022

OAAAX
 Fund
  

USD 12.32  0.08  0.65%   

Invesco Oppenheimer financial statements provide useful quarterly and yearly information to potential Invesco Oppenheimer Portfolio investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Invesco Oppenheimer financial statements helps investors assess Invesco Oppenheimer's valuation, profitability, and current liquidity needs.
Invesco Oppenheimer Portfolio does not presently have any fundamental trends for analysis.
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Check Invesco Oppenheimer financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Invesco main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Invesco financial statements analysis is a perfect complement when working with Invesco Oppenheimer Valuation or Volatility modules. It can also supplement various Invesco Oppenheimer Technical models. Please check the analysis of Invesco Oppenheimer Correlation against competitors.

Invesco Ten Year Return Analysis

Invesco Oppenheimer's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Invesco Oppenheimer Ten Year Return

    
  7.00 %  
Most of Invesco Oppenheimer's fundamental indicators, such as Ten 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 Oppenheimer Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Invesco Oppenheimer Ten Year Return Component Assessment

Based on the latest financial disclosure, Invesco Oppenheimer Portfolio has a Ten Year Return of 7.0%. This is much higher than that of the Invesco family and significantly higher than that of the Family category. The ten year return for all United States funds is notably lower than that of the firm.

Invesco Oppenheimer Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Oppenheimer's current stock value. Our valuation model uses many indicators to compare Invesco Oppenheimer value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Oppenheimer competition to find correlations between indicators driving Invesco Oppenheimer's intrinsic value. More Info.
Invesco Oppenheimer Portfolio is number one fund in equity positions weight among similar funds. It is number one fund in price to earning among similar funds reporting about  0.24  of Price to Earning per Equity Positions Weight. The ratio of Equity Positions Weight to Price to Earning for Invesco Oppenheimer Portfolio is roughly  4.16 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Oppenheimer by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Oppenheimer's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Oppenheimer's earnings, one of the primary drivers of an investment's value.

About Invesco Oppenheimer Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Invesco Oppenheimer income statement, its balance sheet, and the statement of cash flows. Invesco Oppenheimer investors use historical funamental indicators, such as Invesco Oppenheimer's revenue or net income, to determine how well the company is positioned to perform in the future. Although Invesco Oppenheimer investors may use each financial statement separately, they are all related. The changes in Invesco Oppenheimer's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Oppenheimer's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Invesco Oppenheimer Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Invesco Oppenheimer. Please read more on our technical analysis and fundamental analysis pages.
The fund is a special type of mutual fund known as a fund of funds because it invests primarily in open-end funds , closed-end funds, and exchange-traded funds managed by Invesco andor its affiliates in order to obtain exposure to various asset classes, investment strategies and types of securities. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in Invesco Oppenheimer without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please check the analysis of Invesco Oppenheimer Correlation against competitors. Note that the Invesco Oppenheimer information on this page should be used as a complementary analysis to other Invesco Oppenheimer's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Oppenheimer price analysis, check to measure Invesco Oppenheimer'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 Oppenheimer is operating at the current time. Most of Invesco Oppenheimer's value examination focuses on studying past and present price action to predict the probability of Invesco Oppenheimer's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Oppenheimer's price. Additionally, you may evaluate how the addition of Invesco Oppenheimer to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Oppenheimer's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Oppenheimer value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Oppenheimer'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.