Invesco Real Estate Fund Manager Performance Evaluation
| IARYX Fund | USD 18.82 0.10 0.53% |
The fund retains a Market Volatility (i.e., Beta) of 0.0597, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Real is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Real Estate are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Invesco Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0000 |
Invesco |
Invesco Real Relative Risk vs. Return Landscape
If you would invest 1,829 in Invesco Real Estate on August 31, 2024 and sell it today you would earn a total of 53.00 from holding Invesco Real Estate or generate 2.9% return on investment over 90 days. Invesco Real Estate is currently producing 0.0488% returns and takes up 0.8401% volatility of returns over 90 trading days. Put another way, 7% 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 Real Current Valuation
Overvalued
Today
Please note that Invesco Real's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Invesco Real Estate retains a regular Real Value of $17.96 per share. The prevalent price of the fund is $18.82. We determine the value of Invesco Real Estate 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Real'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 18.82 | Real 17.96 | Hype 18.82 | Naive 19.33 |
The intrinsic value of Invesco Real'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 Real'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 Real Estate 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 Real more accurately as focusing exclusively on Invesco Real's fundamentals will not take into account other important factors: Invesco Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Real Estate, and traders can use it to determine the average amount a Invesco Real'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 = 0.0581
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IARYX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Invesco Real is performing at about 4% 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 Real by adding it to a well-diversified portfolio.
Invesco Real Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Real, and Invesco Real 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 | 33.55 X | |||
| Price To Book | 2.76 X | |||
| Price To Sales | 6.47 X | |||
| Total Asset | 2.13 B | |||
About Invesco Real Performance
Evaluating Invesco Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Real 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 Real 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 of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The fund may invest up to 10 percent of its net assets in non-investment grade debt securities of real estate and real estate-related issuers.Things to note about Invesco Real Estate performance evaluation
Checking the ongoing alerts about Invesco Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Invesco Real Estate retains 99.23% of its assets under management (AUM) in equities |
- Analyzing Invesco Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Real's mutual fund. These opinions can provide insight into Invesco Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Real 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 Real security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |