Invesco One Year Return

OACIX
 Fund
  

USD 8.81  0.03  0.34%   

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.
  

Invesco One Year Return Analysis

Invesco Oppenheimer'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.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Invesco Oppenheimer One Year Return

    
  2.28 %  
Most of Invesco Oppenheimer'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 Oppenheimer Portfolio 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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Invesco Oppenheimer One Year Return Component Assessment

Based on the recorded statements, Invesco Oppenheimer Portfolio has an One Year Return of 2.28%. This is much higher than that of the Invesco family and significantly higher than that of the Family 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 Oppenheimer

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.
   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 investment seeks total return. 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. It may use derivatives to hedge its cash position and manage the duration exposure of the funds portfolio, including but not limited to futures, total return swaps, and forward contracts.

Invesco Oppenheimer Investors Sentiment

The influence of Invesco Oppenheimer's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Invesco. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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 Oppenheimer 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 Oppenheimer's short interest history, or implied volatility extrapolated from Invesco Oppenheimer options trading.

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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.