Invesco Growth And Fund Manager Performance Evaluation
| GIFFX Fund | USD 21.69 0.18 0.84% |
The fund retains a Market Volatility (i.e., Beta) of 1.07, which attests to a somewhat significant risk relative to the market. Invesco Growth returns are very sensitive to returns on the market. As the market goes up or down, Invesco Growth is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Invesco Growth And has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Invesco Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4200 |
Invesco |
Invesco Growth Relative Risk vs. Return Landscape
If you would invest 2,287 in Invesco Growth And on September 25, 2024 and sell it today you would lose (118.00) from holding Invesco Growth And or give up 5.16% of portfolio value over 90 days. Invesco Growth And is currently producing negative expected returns and takes up 1.4082% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Invesco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Growth Current Valuation
Fairly Valued
Today
Please note that Invesco Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Growth And retains a regular Real Value of $22.03 per share. The prevalent price of the fund is $21.69. We determine the value of Invesco Growth And 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Growth'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 21.69 | Real 22.03 | Hype 21.69 |
The intrinsic value of Invesco Growth'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 Growth'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 Growth And 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 Growth more accurately as focusing exclusively on Invesco Growth's fundamentals will not take into account other important factors: Invesco Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Growth And, and traders can use it to determine the average amount a Invesco Growth'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 = -0.0515
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| Negative Returns | GIFFX |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Growth is not performing at its full potential. However, 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 Growth by adding Invesco Growth to a well-diversified portfolio.
Invesco Growth Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Growth, and Invesco Growth 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.
| Price To Earning | 16.20 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 4.69 B | ||||
About Invesco Growth Performance
Evaluating Invesco Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Growth 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 Growth 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.
Under normal market conditions, the funds investment adviser seeks to achieve the funds investment objective by investing primarily in income-producing equity securities, which include common stocks and convertible securities. It may invest in securities of issuers of all capitalization sizes however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. The fund may invest up to 25 percent of its net assets in securities of foreign issuers, which may include depositary receipts.Things to note about Invesco Growth And performance evaluation
Checking the ongoing alerts about Invesco Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Growth And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Growth And generated a negative expected return over the last 90 days | |
| The fund retains 97.94% of its assets under management (AUM) in equities |
- Analyzing Invesco Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Growth's mutual fund. These opinions can provide insight into Invesco Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Growth 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 Growth security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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