Invesco Stock Fund Manager Performance Evaluation
| ICSFX Fund | USD 28.53 0.29 1.03% |
The fund retains a Market Volatility (i.e., Beta) of 0.98, which attests to possible diversification benefits within a given portfolio. Invesco Stock returns are very sensitive to returns on the market. As the market goes up or down, Invesco Stock is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Invesco Stock Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio - Yahoo Finance | 12/11/2024 |
| Expense Ratio | 0.4500 |
Invesco |
Invesco Stock Relative Risk vs. Return Landscape
If you would invest 3,074 in Invesco Stock Fund on September 24, 2024 and sell it today you would lose (221.00) from holding Invesco Stock Fund or give up 7.19% of portfolio value over 90 days. Invesco Stock Fund is currently producing negative expected returns and takes up 1.2813% volatility of returns over 90 trading days. Put another way, 11% 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 Stock Current Valuation
Fairly Valued
Today
Please note that Invesco Stock's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Stock retains a regular Real Value of $29.05 per share. The prevalent price of the fund is $28.53. We determine the value of Invesco Stock 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 Stock is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Stock'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 28.53 | Real 29.05 | Hype 28.53 |
The intrinsic value of Invesco Stock'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 Stock'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 Stock Fund 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 Stock more accurately as focusing exclusively on Invesco Stock's fundamentals will not take into account other important factors: Invesco Stock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Stock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Stock Fund, and traders can use it to determine the average amount a Invesco Stock'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 = -0.0844
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| Negative Returns | ICSFX |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Stock 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 Stock by adding Invesco Stock to a well-diversified portfolio.
Invesco Stock Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Stock, and Invesco Stock 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 | 14.91 X | ||||
| Price To Book | 1.39 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 10.24 B | ||||
About Invesco Stock Performance
Evaluating Invesco Stock's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Stock 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 Stock 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 common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund may invest up to 10 percent of its net assets in real estate investment trusts .Things to note about Invesco Stock performance evaluation
Checking the ongoing alerts about Invesco Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Stock generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio - Yahoo Finance | |
| The fund retains 95.29% of its assets under management (AUM) in equities |
- Analyzing Invesco Stock'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 Stock's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Stock'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 Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Stock's mutual fund. These opinions can provide insight into Invesco Stock's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Stock 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 Stock security.
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