Invesco Five Year Return

OAAAX
 Fund
  

USD 12.43  0.28  2.30%   

Invesco Oppenheimer Portfolio fundamentals help investors to digest information that contributes to Invesco Oppenheimer's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Oppenheimer'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 Oppenheimer mutual fund. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
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Invesco Five Year Return Analysis

Invesco Oppenheimer's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Invesco Oppenheimer Five Year Return

    
  3.58 %  
Most of Invesco Oppenheimer's fundamental indicators, such as Five 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 Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Invesco Oppenheimer Five Year Return Component Assessment

According to the company disclosure, Invesco Oppenheimer Portfolio has a Five Year Return of 3.58%. This is much higher than that of the Invesco family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Invesco Oppenheimer

The fund consists of 81.59% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
 Value 
      Instrument Type 

Invesco Fundamentals

About Invesco Oppenheimer Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Oppenheimer Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Oppenheimer using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Oppenheimer Portfolio 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.
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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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Invesco Oppenheimer using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check Invesco Oppenheimer Piotroski F Score and Invesco Oppenheimer Altman Z Score analysis. 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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.