Invesco Servative Competition

CACMX Fund

USD 10.56 0.03 0.28%

Invesco Servative competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of Invesco family. Analyzing Invesco Servative competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Servative to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Servative Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Servative competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
10.18	10.56	10.94

Details

Intrinsic

Valuation

Low	Real	High
10.21	10.59	10.97

Details

Invesco Servative Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Servative and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Servative does not affect the price movement of the other competitor.

	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX	HYINX
VMICX		0.9	1.0	0.48	0.58	0.59	0.57	0.57	0.58	0.62	VMICX
VMINX	0.9		0.91	0.37	0.67	0.52	0.45	0.45	0.65	0.58	VMINX
VMIIX	1.0	0.91		0.48	0.63	0.54	0.52	0.52	0.62	0.66	VMIIX
OARDX	0.48	0.37	0.48		0.37	0.01	0.59	0.6	0.38	0.5	OARDX
AMHYX	0.58	0.67	0.63	0.37		-0.06	-0.08	-0.08	0.96	0.89	AMHYX
OSICX	0.59	0.52	0.54	0.01	-0.06		0.69	0.68	-0.03	0.02	OSICX
OSMAX	0.57	0.45	0.52	0.59	-0.08	0.69		1.0	-0.05	0.06	OSMAX
OSMCX	0.57	0.45	0.52	0.6	-0.08	0.68	1.0		-0.05	0.07	OSMCX
HYIFX	0.58	0.65	0.62	0.38	0.96	-0.03	-0.05	-0.05		0.89	HYIFX
HYINX	0.62	0.58	0.66	0.5	0.89	0.02	0.06	0.07	0.89		HYINX
	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX	HYINX

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High positive correlations

VMIIX	+ 1.0	VMICX
OSMCX	+ 1.0	OSMAX
HYIFX	+ 0.96	AMHYX
VMIIX	+ 0.91	VMINX
VMINX	+ 0.9	VMICX
HYINX	+ 0.89	AMHYX

High negative correlations

OSMCX	- 0.08	AMHYX
OSMAX	- 0.08	AMHYX
OSICX	- 0.06	AMHYX
HYIFX	- 0.05	OSMCX
HYIFX	- 0.05	OSMAX
HYIFX	- 0.03	OSICX

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Servative Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Servative's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
VMICX	0.20	(0.03)	0.79	0.34	(0.50)	1.68
VMINX	0.19	(0.04)	(0.65)	0.41	(0.49)	1.59
VMIIX	0.20	(0.03)	0.71	0.33	(0.49)	1.59
OARDX	0.64	(0.15)	(0.13)	0.89	(0.93)	12.98
AMHYX	0.10	(0.01)	(0.70)	0.28	(0.28)	0.84
OSICX	0.23	(0.07)	(0.47)	0.63	(0.64)	1.94
OSMAX	0.73	(0.33)	(0.56)	0.97	(1.25)	12.61
OSMCX	0.74	(0.34)	(0.57)	0.98	(1.22)	13.19
HYIFX	0.12	(0.02)	(0.52)	0.28	(0.28)	1.12
HYINX	0.12	(0.02)	(0.25)	0.28	(0.28)	1.12

Unable to evaluate fundamental data of [VMICX, VMINX, VMIIX, OARDX, AMHYX, OSICX, OSMAX, OSMCX, HYIFX, HYINX] at this time. Please try again later

All Fundamental Data

Invesco Servative Competitive Analysis

The better you understand Invesco Servative competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Servative's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Servative's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CACMX	VMICX	VMINX	VMIIX	OARDX	AMHYX	OSICX	OSMAX	OSMCX	HYIFX
	0.28 10.56 Invesco	0.08 11.87 Invesco	0.34 11.92 Invesco	0.08 11.91 Invesco	0.89 24.98 Oppenheimer	0.28 3.55 Invesco	0.32 3.07 Oppenheimer	0.08 36.84 Oppenheimer	0.1 31.13 Oppenheimer	0.28 3.54 Invesco
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Sell	Cautious Hold	Sell	Strong Hold	Cautious Hold	Cautious Hold	Strong Hold	Strong Hold	Cautious Hold
Net Asset	287.34 M	3.26 B	3.26 B	2.83 B	2.88 B	1.04 B	1.67 B	4.74 B	4.74 B	1.22 B
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	1.82	N/A	N/A	N/A	2.88	N/A	1.0	2.87	2.86	N/A
Five Year Return	2.12	0.0624	0.91	1.06	12.21	2.85	-0.92	0.79	0.0212	3.29
One Year Return	6.67	1.67	2.53	2.71	22.2	8.08	2.72	-4.57	-5.28	8.79
Last Dividend Paid	0.03	0.03	0.04	0.04	0.03	0.02	0.01	N/A	N/A	0.02
Price To Earning	17.53	N/A	N/A	N/A	18.77	14.68	16.95	2.1	1.86	14.55
Price To Sales	1.39	N/A	N/A	N/A	2.13	N/A	0.75	1.46	1.45	N/A
Cash Position Weight	0.86	6.37	6.37	N/A	0.63	3.41	37.75	1.28	1.28	3.41
Equity Positions Weight	39.69	N/A	N/A	N/A	99.37	0.39	0.56	97.97	97.97	0.39
Three Year Return	-1.08	-2.12	-1.28	-1.13	8.87	2.41	-1.07	-9.44	-10.12	2.8
Annual Yield	0.0152	0.004	0.0037	0.0021	0.0074	0.0669	0.0471	0.0085	N/A	0.0705
Year To Date Return	5.72	1.49	2.33	2.48	20.08	7.46	2.32	0.75	0.11	8.15
Bond Positions Weight	4.28	1.67	1.67	99.99	N/A	8.59	-7.79	N/A	N/A	8.59
Ten Year Return	4.15	3.23	4.08	4.27	10.05	4.98	2.63	13.73	12.86	5.33
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	10.56	11.87	11.92	11.91	24.98	3.55	3.07	36.84	31.13	3.54
Period Momentum Indicator	0.03	0.01	0.04	0.01	0.22	(0.01)	(0.01)	(0.03)	(0.03)	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.0
Day Median Price	10.56	11.87	11.92	11.91	24.98	3.55	3.07	36.84	31.13	3.54
Price Action Indicator	0.015	0.005	0.02	0.005	0.11	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	(1,310)	(1,201)	(1,251)	(1,277)	(1,394)	(4,218)	(637.48)	(483.92)	(485.75)	(2,354)
Mean Deviation	0.2896	0.204	0.1884	0.2022	0.6386	0.1001	0.2301	0.7256	0.7369	0.1236
Jensen Alpha	(0.04)	(0.03)	(0.04)	(0.03)	(0.15)	(0.01)	(0.07)	(0.33)	(0.34)	(0.02)
Total Risk Alpha	(0.06)	(0.05)	(0.05)	(0.05)	(0.18)	(0.02)	(0.08)	(0.37)	(0.39)	(0.03)
Standard Deviation	0.3824	0.2987	0.2944	0.3004	1.49	0.1735	0.3364	1.45	1.51	0.1964
Kurtosis	2.31	3.31	4.08	3.56	43.08	1.14	1.8	35.39	37.41	0.7818
Potential Upside	0.4771	0.3384	0.4125	0.3344	0.8885	0.2809	0.6309	0.9743	0.9774	0.2809
Treynor Ratio	(0.94)	0.7908	(0.65)	0.7104	(0.13)	(0.70)	(0.47)	(0.56)	(0.57)	(0.52)
Maximum Drawdown	2.24	1.68	1.59	1.59	12.98	0.8427	1.94	12.61	13.19	1.12
Variance	0.1462	0.0892	0.0867	0.0902	2.23	0.0301	0.1132	2.1	2.27	0.0386
Market Risk Adjusted Performance	(0.93)	0.8008	(0.64)	0.7204	(0.12)	(0.69)	(0.46)	(0.55)	(0.56)	(0.51)
Risk Adjusted Performance	(0.07)	(0.08)	(0.08)	(0.08)	(0.05)	(0.06)	(0.14)	(0.16)	(0.16)	(0.06)
Skewness	(0.85)	(1.09)	(1.19)	(1.16)	(5.97)	0.4165	0.0392	(5.06)	(5.29)	0.0441
Information Ratio	(0.19)	(0.23)	(0.23)	(0.23)	(0.10)	(0.28)	(0.29)	(0.24)	(0.24)	(0.27)
Value At Risk	(0.65)	(0.50)	(0.49)	(0.49)	(0.93)	(0.28)	(0.64)	(1.25)	(1.22)	(0.28)

Invesco Servative Competition Performance Charts

Five steps to successful analysis of Invesco Servative Competition

Invesco Servative's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Servative in relation to its competition. Invesco Servative's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco Servative in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Servative's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Servative, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Servative position

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Shipping Containers

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.

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Other Information on Investing in Invesco Mutual Fund

Invesco Servative financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Servative security.

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