Invesco Nasdaq 100 Fund Manager Performance Evaluation
| IVNQX Fund | USD 44.27 0.15 0.34% |
The fund retains a Market Volatility (i.e., Beta) of 0.0293, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Nasdaq's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Nasdaq is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Nasdaq 100 are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Nasdaq may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...moreInvesco |
Invesco Nasdaq Relative Risk vs. Return Landscape
If you would invest 4,006 in Invesco Nasdaq 100 on September 12, 2024 and sell it today you would earn a total of 421.00 from holding Invesco Nasdaq 100 or generate 10.51% return on investment over 90 days. Invesco Nasdaq 100 is currently producing 0.1631% returns and takes up 0.9433% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Invesco, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Nasdaq Current Valuation
Undervalued
Today
Please note that Invesco Nasdaq's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Nasdaq 100 retains a regular Real Value of $48.25 per share. The prevalent price of the fund is $44.27. We determine the value of Invesco Nasdaq 100 from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Invesco Nasdaq is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Nasdaq's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 44.27 | Real 48.25 | Hype 44.27 | Naive 45.03 |
The intrinsic value of Invesco Nasdaq's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Invesco Nasdaq's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Invesco Nasdaq 100 helps investors to forecast how Invesco mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Invesco Nasdaq more accurately as focusing exclusively on Invesco Nasdaq's fundamentals will not take into account other important factors: Invesco Nasdaq Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Nasdaq's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Nasdaq 100, and traders can use it to determine the average amount a Invesco Nasdaq's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1729
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IVNQX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Invesco Nasdaq is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Nasdaq by adding it to a well-diversified portfolio.
Invesco Nasdaq Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Nasdaq, and Invesco Nasdaq fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Mutual Fund performance.
| Total Asset | 4.7 M | |||
About Invesco Nasdaq Performance
Evaluating Invesco Nasdaq's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Nasdaq has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Nasdaq has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities represented in the underlying index and in derivatives and other instruments that have economic characteristics similar to such securities. The underlying index includes securities of 100 of the largest domestic and international nonfinancial companies listed on The Nasdaq Stock Market LLC based on market capitalization.Things to note about Invesco Nasdaq 100 performance evaluation
Checking the ongoing alerts about Invesco Nasdaq for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Nasdaq 100 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.49% of its assets under management (AUM) in equities |
- Analyzing Invesco Nasdaq's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Nasdaq's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Nasdaq's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Nasdaq's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Nasdaq's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Nasdaq's mutual fund. These opinions can provide insight into Invesco Nasdaq's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Nasdaq 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 Nasdaq security.
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