Invesco Vertible Competition

Mutual Funds . USA . 
Fund . Invesco Vertible Securities
CNSFX Fund  USD 24.25  0.02  0.08%   
Invesco Vertible Sec competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High; as well as few others. The fund is listed under Convertibles category and is part of Invesco family. Analyzing Invesco Vertible 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 Vertible to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Vertible 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 Vertible competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
23.6224.2524.88
Details
Intrinsic
Valuation
LowRealHigh
23.6724.3024.93
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco Vertible. Your research has to be compared to or analyzed against Invesco Vertible's peers to derive any actionable benefits. When done correctly, Invesco Vertible's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco Vertible Sec.

Invesco Vertible Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Vertible 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 Vertible Sec does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VMINX
+ 1.0
VMICX
VMIIX
+ 1.0
VMICX
VMIIX
+ 1.0
VMINX
OSMCX
+ 1.0
OSMAX
HYINX
+ 0.98
HYIFX
HYIFX
+ 0.96
AMHYX
  
High negative correlations   
OSICX
- 0.03
AMHYX
OSICX
- 0.02
OARDX

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Vertible 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 Vertible'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VMICX  0.20 (0.04) 0.00 (2.72) 0.00 
 0.00 
 0.34 
(0.50)
 1.68 
VMINX  0.19 (0.03) 0.00 (1.96) 0.00 
 0.00 
 0.41 
(0.49)
 1.59 
VMIIX  0.20 (0.03) 0.00 (3.77) 0.00 
 0.00 
 0.33 
(0.49)
 1.59 
OARDX  0.64 (0.13) 0.00 (0.70) 0.00 
 0.00 
 0.89 
(0.93)
 12.98 
AMHYX  0.10 (0.01) 0.00 (1.33) 0.00 
 0.00 
 0.28 
(0.28)
 0.84 
OSICX  0.23 (0.06) 0.00 (6.21) 0.00 
 0.00 
 0.63 
(0.64)
 1.94 
OSMAX  0.73 (0.32) 0.00 (1.94) 0.00 
 0.00 
 0.97 
(1.25)
 12.61 
OSMCX  0.74 (0.33) 0.00 (1.99) 0.00 
 0.00 
 0.98 
(1.22)
 13.19 
HYIFX  0.12 (0.02) 0.00 (1.23) 0.00 
 0.00 
 0.28 
(0.28)
 1.12 
HYINX  0.12 (0.02) 0.00 (0.51) 0.00 
 0.00 
 0.28 
(0.28)
 1.12 
All Fundamental Data

Invesco Vertible Competitive Analysis

The better you understand Invesco Vertible competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Vertible'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 Vertible'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
CNSFX VMICX VMINX VMIIX OARDX AMHYX OSICX OSMAX OSMCX HYIFX
 0.08 
 24.25 
Invesco
 0.08 
 11.87 
Invesco
 0.34 
 11.92 
Invesco
 0.08 
 11.91 
Invesco
 0.08 
 25.00 
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)
Insignificant
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
Fairly Valued
Fairly Valued
Fairly 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
Cautious Hold
Cautious Hold
Sell
Cautious Hold
Cautious Hold
Cautious Hold
Net Asset
1.33 B
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
1.35
N/A
N/A
N/A
2.88
N/A
1.0
2.87
2.86
N/A
Five Year Return
9.2
0.0624
0.91
1.06
12.21
2.85
-0.92
0.79
0.0212
3.29
One Year Return
12.56
1.67
2.53
2.71
22.2
8.08
2.72
-4.57
-5.28
8.79
Last Dividend Paid
0.09
0.03
0.04
0.04
0.03
0.02
0.01
N/A
N/A
0.02
Price To Earning
8.71
N/A
N/A
N/A
18.77
14.68
16.95
2.1
1.86
14.55
Price To Sales
1.73
N/A
N/A
N/A
2.13
N/A
0.75
1.46
1.45
N/A
Cash Position Weight
5.09
6.37
6.37
N/A
0.63
3.41
37.75
1.28
1.28
3.41
Equity Positions Weight
4.69
N/A
N/A
N/A
99.37
0.39
0.56
97.97
97.97
0.39
Three Year Return
1.66
-2.12
-1.28
-1.13
8.87
2.41
-1.07
-9.44
-10.12
2.8
Annual Yield
0.0202
0.004
0.0037
0.0021
0.0074
0.0669
0.0471
0.0085
N/A
0.0705
Year To Date Return
11.46
1.49
2.33
2.48
20.08
7.46
2.32
0.75
0.11
8.15
Bond Positions Weight
N/A
1.67
1.67
99.99
N/A
8.59
-7.79
N/A
N/A
8.59
Ten Year Return
8.92
3.23
4.08
4.27
10.05
4.98
2.63
13.73
12.86
5.33
Daily Balance Of Power
(9,223,372,036,855)
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
24.25
11.87
11.92
11.91
25.0
3.55
3.07
36.84
31.13
3.54
Period Momentum Indicator
(0.02)
0.01
0.04
0.01
0.02
(0.01)
(0.01)
(0.03)
(0.03)
(0.01)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
24.25
11.87
11.92
11.91
25.0
3.55
3.07
36.84
31.13
3.54
Price Action Indicator
(0.01)
0.005
0.02
0.005
0.01
(0.01)
(0.01)
(0.01)
(0.01)
(0.01)
Coefficient Of Variation
1461.62
(1,201)
(1,251)
(1,277)
(1,366)
(4,218)
(637.48)
(483.92)
(485.75)
(2,354)
Mean Deviation
0.4708
0.204
0.1884
0.2022
0.6371
0.1001
0.2301
0.7256
0.7369
0.1236
Jensen Alpha
0.0275
(0.04)
(0.03)
(0.03)
(0.13)
(0.01)
(0.06)
(0.32)
(0.33)
(0.02)
Total Risk Alpha
(0)
(0.05)
(0.05)
(0.05)
(0.20)
(0.02)
(0.08)
(0.39)
(0.40)
(0.03)
Sortino Ratio
(0.02)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Variance
0.448
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Standard Deviation
0.6202
0.2987
0.2944
0.3004
1.49
0.1735
0.3364
1.45
1.51
0.1964
Kurtosis
3.49
3.31
4.08
3.56
43.09
1.14
1.8
35.39
37.41
0.7818
Potential Upside
0.885
0.3384
0.4125
0.3344
0.8885
0.2809
0.6309
0.9743
0.9774
0.2809
Treynor Ratio
0.2858
(2.72)
(1.96)
(3.77)
(0.70)
(1.33)
(6.21)
(1.94)
(1.99)
(1.23)
Maximum Drawdown
3.61
1.68
1.59
1.59
12.98
0.8427
1.94
12.61
13.19
1.12
Variance
0.3847
0.0892
0.0867
0.0902
2.23
0.0301
0.1132
2.1
2.27
0.0386
Market Risk Adjusted Performance
0.2958
(2.71)
(1.95)
(3.76)
(0.69)
(1.32)
(6.20)
(1.93)
(1.98)
(1.22)
Risk Adjusted Performance
0.0515
(0.08)
(0.08)
(0.08)
(0.05)
(0.05)
(0.14)
(0.16)
(0.16)
(0.06)
Skewness
(1.17)
(1.09)
(1.19)
(1.16)
(5.97)
0.4165
0.0392
(5.06)
(5.29)
0.0441
Semi Deviation
0.604
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Information Ratio
(0.02)
(0.26)
(0.26)
(0.26)
(0.11)
(0.33)
(0.32)
(0.24)
(0.24)
(0.31)
Value At Risk
(0.75)
(0.50)
(0.49)
(0.49)
(0.93)
(0.28)
(0.64)
(1.25)
(1.22)
(0.28)
Expected Short fall
(0.53)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Deviation
0.6693
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Semi Variance
0.3648
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Invesco Vertible Competition Performance Charts

Five steps to successful analysis of Invesco Vertible Competition

Invesco Vertible'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 Vertible Sec in relation to its competition. Invesco Vertible's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco Vertible 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 Vertible's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Vertible Sec, 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 Vertible position

In addition to having Invesco Vertible in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Emerging Markets Funds Theme
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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 Emerging Markets Funds Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund

Invesco Vertible 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 Vertible security.
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