Invesco Global Companies Fund Manager Performance Evaluation
| 0P000072UA | CAD 76.48 0.60 0.78% |
The fund retains a Market Volatility (i.e., Beta) of 0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Global is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Global Companies are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat inconsistent basic indicators, Invesco Global may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Fifty Two Week Low | 49.79 | |
| Fifty Two Week High | 61.45 | |
| Annual Report Expense Ratio | 2.64% |
Invesco |
Invesco Global Relative Risk vs. Return Landscape
If you would invest 7,167 in Invesco Global Companies on September 14, 2024 and sell it today you would earn a total of 481.00 from holding Invesco Global Companies or generate 6.71% return on investment over 90 days. Invesco Global Companies is generating 0.1071% of daily returns and assumes 0.6779% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Invesco, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco Global Current Valuation
Undervalued
Today
Please note that Invesco Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Global Companies retains a regular Real Value of C$78.58 per share. The prevalent price of the fund is C$76.48. We determine the value of Invesco Global Companies from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Invesco Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Fund. However, Invesco Global'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 76.48 | Real 78.58 | Hype 76.48 |
The real value of Invesco Fund, also known as its intrinsic value, is the underlying worth of Invesco Global Companies Fund, which is reflected in its stock price. It is based on Invesco Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Invesco Global'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, or news.
Estimating the potential upside or downside of Invesco Global Companies helps investors to forecast how Invesco 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 Global more accurately as focusing exclusively on Invesco Global's fundamentals will not take into account other important factors: Invesco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco Global Companies, and traders can use it to determine the average amount a Invesco Global'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 = 0.158
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Invesco Global is performing at about 12% 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 Global by adding it to a well-diversified portfolio.
Invesco Global Fundamentals Growth
Invesco Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Global, and Invesco Global 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 Fund performance.
| Total Asset | 3.13 B | |||
About Invesco Global Performance
By analyzing Invesco Global's fundamental ratios, stakeholders can gain valuable insights into Invesco Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Invesco Global Companies Fund seeks to achieve strong capital growth with a high degree of reliability over the long term. Invesco Global is traded on Toronto Stock Exchange in Canada.Things to note about Invesco Global Companies performance evaluation
Checking the ongoing alerts about Invesco Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco Global Companies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 5.41% of its total net assets in cash |
- Analyzing Invesco Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Global's fund. These opinions can provide insight into Invesco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Fund
Invesco Global financial ratios help investors to determine whether Invesco 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 Global security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |