Invesco Energy Competition

IENYX Fund

USD 31.90 0.02 0.06%

Invesco Energy competes with Small Pany, Victory Rs, Small-midcap Dividend, Ab Small, and Nationwide Growth; as well as few others. The fund is listed under Equity Energy category and is part of Invesco family. Analyzing Invesco Energy competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Energy to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Energy Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Energy competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Energy's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
30.83	31.90	32.97

Details

Intrinsic

Valuation

Low	Real	High
30.49	31.56	32.63

Details

Invesco Energy Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Energy and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Energy does not affect the price movement of the other competitor.

	MSSGX	GPSCX	PMDDX	QUAIX	NMFAX	LANIX
MSSGX		0.94	0.95	0.88	0.86	0.85	MSSGX
GPSCX	0.94		0.96	0.9	0.85	0.87	GPSCX
PMDDX	0.95	0.96		0.95	0.93	0.94	PMDDX
QUAIX	0.88	0.9	0.95		0.97	0.97	QUAIX
NMFAX	0.86	0.85	0.93	0.97		0.99	NMFAX
LANIX	0.85	0.87	0.94	0.97	0.99		LANIX
	MSSGX	GPSCX	PMDDX	QUAIX	NMFAX	LANIX

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Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Energy Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Energy's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MSSGX	1.47	0.38	0.28	0.36	1.17	(1.77)	3.46	(2.26)	7.23
GPSCX	1.08	0.06	0.07	0.16	1.10	(1.21)	2.33	(1.84)	5.55
PMDDX	0.72	0.01	0.03	0.12	0.65	(0.86)	1.61	(1.31)	5.22
QUAIX	0.94	0.02	0.05	0.13	1.03	(1.00)	1.92	(2.14)	6.76
NMFAX	0.55	(0.01)	(0.05)	0.10	0.66	(0.62)	1.13	(1.30)	3.64
LANIX	0.50	(0.02)	(0.07)	0.09	0.55	(0.55)	0.99	(0.87)	3.06

Unable to evaluate fundamental data of [MSSGX, GPSCX, PMDDX, QUAIX, NMFAX, LANIX] at this time. Please try again later

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Invesco Energy Competitive Analysis

The better you understand Invesco Energy competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Energy's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Energy's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	IENYX	MSSGX	GPSCX	PMDDX	QUAIX	NMFAX	LANIX
	0.06 31.90 Invesco	1.42 16.42 Small	0.28 10.75 VICTORY	0.39 20.57 Small-midcap	0.52 78.67 QUAIX	0.64 15.64 NATIONWIDE	0.21 18.76 LANIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Strong	Solid	Good	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Strong Buy	Buy	Buy	Strong Hold	Buy
Net Asset	588.1 M	446.7 M	38.13 M	1.28 B	1.9 B	1.2 B	758.86 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	1000 K
Price To Book	1.31 X	3.16 X	3.36 X	N/A	3.99 X	3.81 X	2.00 X
Five Year Return	15.53 %	15.22 %	3.38 %	8.83 %	10.10 %	13.87 %	10.03 %
One Year Return	16.12 %	65.18 %	43.96 %	32.04 %	41.33 %	31.13 %	26.34 %
Last Dividend Paid	N/A	N/A	N/A	0.03	N/A	0.02	N/A
Price To Earning	7.59 X	47.34 X	24.80 X	N/A	28.88 X	18.34 X	16.55 X
Price To Sales	1.48 X	2.12 X	1.80 X	N/A	2.08 X	1.41 X	1.19 X
Cash Position Weight	2.35 %	1.75 %	3.25 %	1.90 %	2.67 %	(2.91) %	13.82 %
Equity Positions Weight	97.65 %	94.27 %	96.75 %	98.10 %	97.33 %	102.91 %	76.20 %
Three Year Return	22.02 %	(9.82) %	(5.73) %	7.28 %	(4.34) %	6.87 %	6.95 %
Annual Yield	0.02 %	N/A	N/A	0.01 %	N/A	0.01 %	0.01 %
Year To Date Return	16.15 %	31.85 %	29.06 %	19.48 %	26.73 %	24.86 %	19.97 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	8.05 %
Ten Year Return	(6.91) %	14.56 %	15.10 %	N/A	16.34 %	13.70 %	7.79 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Day Typical Price	31.9	16.42	10.75	20.57	78.67	15.64	18.76
Period Momentum Indicator	0.02	0.23	0.03	0.08	(0.41)	0.1	(0.04)
Rate Of Daily Change	1.0	1.01	1.0	1.0	0.99	1.01	1.0
Day Median Price	31.9	16.42	10.75	20.57	78.67	15.64	18.76
Price Action Indicator	0.01	0.12	0.015	0.04	(0.20)	0.05	(0.02)
Coefficient Of Variation	1721.96	321.04	619.55	656.46	666.04	835.9	882.9
Mean Deviation	0.8522	1.47	1.08	0.7163	0.9365	0.5496	0.5044
Jensen Alpha	(0.01)	0.3825	0.0616	0.0082	0.0167	(0.01)	(0.02)
Total Risk Alpha	(0.11)	0.2878	0.005	(0.01)	(0.01)	(0.03)	(0.04)
Sortino Ratio	(0.05)	0.2802	0.0734	0.0267	0.0516	(0.05)	(0.07)
Downside Variance	1.71	2.59	1.76	0.6835	1.71	0.635	0.5258
Standard Deviation	1.12	1.85	1.38	0.9681	1.28	0.7442	0.6779
Kurtosis	0.6411	(0.13)	0.4234	3.97	1.89	1.59	1.13
Potential Upside	1.66	3.46	2.33	1.61	1.92	1.13	0.9867
Treynor Ratio	0.0964	0.3552	0.1624	0.1227	0.127	0.0978	0.0918
Maximum Drawdown	5.22	7.23	5.55	5.22	6.76	3.64	3.06
Variance	1.24	3.43	1.9	0.9372	1.65	0.5538	0.4595
Market Risk Adjusted Performance	0.1064	0.3652	0.1724	0.1327	0.137	0.1078	0.1018
Risk Adjusted Performance	0.0476	0.2445	0.1281	0.1188	0.1191	0.0914	0.0855
Skewness	(0.66)	0.1081	(0.06)	0.9901	0.1116	(0.26)	(0.19)
Semi Deviation	1.21	1.17	1.1	0.6545	1.03	0.6638	0.545
Information Ratio	(0.05)	0.2437	0.0705	0.0228	0.0525	(0.05)	(0.07)
Value At Risk	(1.96)	(2.26)	(1.84)	(1.31)	(2.14)	(1.30)	(0.87)
Expected Short fall	(0.80)	(1.77)	(1.21)	(0.86)	(1.00)	(0.62)	(0.55)
Downside Deviation	1.31	1.61	1.33	0.8268	1.31	0.7969	0.7251
Semi Variance	1.46	1.37	1.21	0.4284	1.06	0.4407	0.297

Invesco Energy Competition Performance Charts

Five steps to successful analysis of Invesco Energy Competition

Invesco Energy's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Energy in relation to its competition. Invesco Energy's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco Energy in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Energy's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Energy, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Energy position

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Other Information on Investing in Invesco Mutual Fund

Invesco Energy 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 Energy security.

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