Invesco India Nifty ETF chart

Last update: 2022-06-03
Key statistics and financials
Revenue per share N/A
Dividend & YieldN/A₹ (N/A)
Beta N/A
Market capitalization N/A
Operating cash flow N/A
ESG Scores 27.0

Company description

Sector: N/A - Industry: N/A

Financial data

Diluted earning per share

Net income vs Operating income

Asset vs Liabilities

Similar Companies
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Financial Statements

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Insider Transactions

Here are the insider transactions of stock shares related to Invesco India Nifty ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Invesco India Nifty ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Invesco India Nifty ETF

Here is the result of two systematic investment strategies applied to Invesco India Nifty ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Invesco India Nifty ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco India Nifty ETF:

Invesco India Nifty ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -0.44% on the backtest period.

Performance at glance

Performance

-0.44 %

Latent gain

-31.46 ₹

Invested capital

7149.06 ₹

Annualized return

-0.34 %
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Momentum strategy results on Invesco India Nifty ETF

This is the result of two momentum investment strategies applied to Invesco India Nifty ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Invesco India Nifty ETF

The following chart shows all the entries opened by the momentum investment system on Invesco India Nifty ETF:

Invesco India Nifty ETF momentum entries
  • The first momentum investment strategy would give -1.28% of return on Invesco India Nifty ETF. That represents -114.95₹ of latent gain with 9011.95₹ of employed capital.
  • The second momentum investment strategy would give -4.05% of return on Invesco India Nifty ETF. That represents -300.75₹ of latent gain with 7418.35₹ of employed capital.
Performance at glance (1Q Momentum)

Performance

-1.28 %

Latent gain

-114.95 ₹

Invested capital

9011.95 ₹

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

-4.05 %

Latent gain

-300.75 ₹

Invested capital

7418.35 ₹

Annualized return

-4.94 %

Momentum equity curve on Invesco India Nifty ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco India Nifty ETF:

Invesco India Nifty ETF momentum equity

Note: the dividends potentially given by Invesco India Nifty ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco India Nifty ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco India Nifty ETF since the beginning:

Invesco India Nifty ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250₹, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000₹.


Buy the dip strategy result on Invesco India Nifty ETF

Buy the dip entry openings on Invesco India Nifty ETF

Invesco India Nifty ETF

The performance achieved by the robo-advisor on Invesco India Nifty ETF is 0%. That represents 0.0$ of latent gain with 0.0₹ of employed capital. The following chart shows Invesco India Nifty ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco India Nifty ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 ₹

Invested capital

0.0 ₹

Annualized return

-0.0 %

Equity curve of the strategy applied to Invesco India Nifty ETF

The following chart shows the result of the investment strategy applied to Invesco India Nifty ETF:

Invesco India Nifty ETF

Note: the dividends potentially given by Invesco India Nifty ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco India Nifty ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco India Nifty ETF:

Invesco India Nifty ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Invesco India Nifty ETF

In this section, I will compare the three previous investment strategies applied to Invesco India Nifty ETF.

Equity curve comparison on Invesco India Nifty ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Invesco India Nifty ETF investment strategy comparison

Employed capital comparison on Invesco India Nifty ETF

Invesco India Nifty ETF investment comparison

Performance comparison on Invesco India Nifty ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -0.44% -31.46₹ 7149.06₹ -0.34%
Momentum 1 quarter -1.28% -114.95₹ 9011.95₹ -1.21%
Momentum 2 quarters -4.05% -300.75₹ 7418.35₹ -4.94%
Non-directional 0% 0.0₹ 0.0₹ -0.0%
Annualized return comparison

Automatic investment

-0.34 %

Momentum 1Q

-4.94 %

Momentum 2Q

-4.94 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco India Nifty ETF:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Invesco India Nifty ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Invesco India Nifty ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Invesco India Nifty ETF
Country
City
Address
Phone
Website
FullTime employees
Industry
Sector
Exchange XNSE
Ticker IVZINNIFTY.XNSE
Market

Invesco India Nifty ETF ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 6.2
Peer Environment Performance 5.4222105263158
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 10.7
Peer Social Performance 10.251192982456
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count yes

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 9.8
Peer Governance Performance 9.1811228070175
Governance Percentile unknown

ESG at glance
Total ESG Scores: 27.0
Environment Score: 6.2
Social Score: 10.7
Governance Score: 9.8

ESG Performance: OUT_PERF

Peer Group: India Fund Large-Cap

Peer Esg Score Performance: 28.035136054422

Rating Year: 2020

Rating Month: 12

Max Age: 86400

Percentile: unknown