Performance of IAT Invesco Asia Trust | 4.8% in 12m
Compare IAT with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Invesco Asia Trust with its related Sector/Index XLF
Performance Duell IAT vs XLF
| TimeFrame | IAT | XLF |
|---|---|---|
| 1 Day | 0.63% | 0.22% |
| 1 Week | 2.88% | -0.66% |
| 1 Month | 1.93% | -2.64% |
| 3 Months | 12.4% | 4.42% |
| 6 Months | 10.5% | 21.09% |
| 12 Months | 4.81% | 29.14% |
| YTD | 7.25% | 7.79% |
| Rel. Perf. 1m | 0.53 | |
| Rel. Perf. 3m | -0.10 | |
| Rel. Perf. 6m | -1.23 | |
| Rel. Perf. 12m | -1.87 |
Is Invesco Asia Trust a good stock to buy?
Neither. Based on ValueRay Analyses, Invesco Asia Trust is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 2.38 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IAT as of May 2024 is 295.72. This means that IAT is currently overvalued and has a potential downside of -7.88% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IAT as of May 2024 is 295.72. This means that IAT is currently overvalued and has a potential downside of -7.88% (Sold with Premium).
Is IAT a buy, sell or hold?
Invesco Asia Trust has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 4.81%.
In compare to Financial Sector SPDR Fund, IAT made -24.33% less over the last 12 months. Due to the underperformance, it is recommend to sell IAT.
In compare to Financial Sector SPDR Fund, IAT made -24.33% less over the last 12 months. Due to the underperformance, it is recommend to sell IAT.
Values above 0%: IAT is performing better - Values below 0%: IAT is underperforming
Compare IAT with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.28% | 3.49% | -7.97% | -22.31% |
| US NASDAQ 100 | QQQ | 1.84% | 3.43% | -8.39% | -33.36% |
| US Dow Jones Industrial 30 | DIA | 1.71% | 3.03% | -4.12% | -13.19% |
| German DAX 40 | DBXD | 3.77% | 4.00% | -7.77% | -8.34% |
| UK FTSE 100 | ISFU | 1.22% | -1.28% | -3.87% | -4.64% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.63% | -1.70% | 7.29% | 14.59% |
| Hongkong Hang Seng | HSI | -2.88% | -6.13% | 11.70% | 18.68% |
| Japan Nikkei 225 | EXX7 | 0.53% | 6.74% | -3.12% | -15.60% |
| India NIFTY 50 | INDA | 2.10% | -0.10% | -8.93% | -24.30% |
| Brasil Bovespa | EWZ | 0.44% | 1.24% | 5.62% | -19.45% |
IAT Invesco Asia Trust vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.76% | 5.07% | -8.84% | -33.46% |
| Consumer Discretionary | XLY | 1.74% | 3.07% | -0.98% | -18.51% |
| Consumer Staples | XLP | 2.50% | 0.12% | -1.53% | 2.93% |
| Energy | XLE | 6.19% | 6.60% | 1.81% | -16.44% |
| Financial | XLF | 3.54% | 4.57% | -10.59% | -24.33% |
| Health Care | XLV | 2.26% | 4.15% | -0.93% | -2.45% |
| Industrial | XLI | 2.79% | 3.75% | -11.37% | -21.14% |
| Materials | XLB | 2.87% | 5.54% | -4.34% | -11.07% |
| Real Estate | XLRE | 1.34% | 5.60% | 3.21% | -0.15% |
| Technology | XLK | 1.52% | 4.26% | -7.88% | -32.93% |
| Utilities | XLU | -0.47% | -3.15% | -2.05% | 0.85% |
| Aerospace & Defense | XAR | 0.40% | 0.28% | -5.07% | -18.65% |
| Biotech | XBI | -4.89% | 3.09% | -15.44% | -3.35% |
| Homebuilder | XHB | 1.43% | 5.07% | -25.84% | -45.20% |
| Retail | XRT | 2.61% | 4.65% | -8.55% | -18.65% |
Does Invesco Asia Trust outperform its market, is IAT a Sector Leader?
No, over the last 12 months Invesco Asia Trust (IAT) made 4.81%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.14%.
Over the last 3 months IAT made 12.39%, while XLF made 4.42%.
No, over the last 12 months Invesco Asia Trust (IAT) made 4.81%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.14%.
Over the last 3 months IAT made 12.39%, while XLF made 4.42%.
| Period | IAT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.93% | -2.64% | -1.56% |
| 3 Months | 12.39% | 4.42% | 3.75% |
| 12 Months | 4.81% | 29.14% | 27.12% |