Invesco Peak Competition

Summary

PKTJXDelisted Fund

USD 9.44 0.00 0.00%

Invesco Peak Retirement competes with T Rowe, Qs Us, Tax-managed, Fisher Small, and Vanguard Small-cap; as well as few others. The fund is listed under Target-Date 2020 category and is part of Invesco family. Analyzing Invesco Peak 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 Peak to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in inflation.

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 Peak competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.44	9.44	9.44

Details

Intrinsic

Valuation

Low	Real	High
8.75	8.75	10.38

Details

Invesco Peak Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Peak 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 Peak Retirement does not affect the price movement of the other competitor.

	TQAAX	LMBMX	RTOUX	IUSCX	VISGX	HSCYX
TQAAX		0.99	0.99	0.98	0.97	0.99	TQAAX
LMBMX	0.99		0.99	0.99	0.97	0.99	LMBMX
RTOUX	0.99	0.99		0.99	0.97	1.0	RTOUX
IUSCX	0.98	0.99	0.99		0.97	0.98	IUSCX
VISGX	0.97	0.97	0.97	0.97		0.97	VISGX
HSCYX	0.99	0.99	1.0	0.98	0.97		HSCYX
	TQAAX	LMBMX	RTOUX	IUSCX	VISGX	HSCYX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Peak 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 Peak'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
TQAAX	0.81	(0.03)	0.00	0.10	0.98	(0.83)	1.75	(1.51)	6.10
LMBMX	0.94	(0.05)	0.02	0.10	0.99	(1.04)	1.95	(1.75)	8.01
RTOUX	0.79	(0.04)	0.00	0.10	0.83	(0.86)	1.78	(1.45)	6.26
IUSCX	0.95	(0.05)	0.02	0.09	0.94	(1.17)	2.29	(1.69)	8.00
VISGX	0.81	0.08	0.10	0.19	0.85	(0.94)	1.78	(1.50)	5.31
HSCYX	0.87	(0.02)	0.02	0.11	0.97	(0.93)	1.77	(1.57)	6.60

Unable to evaluate fundamental data of [TQAAX, LMBMX, RTOUX, IUSCX, VISGX, HSCYX] at this time. Please try again later

All Fundamental Data

Invesco Peak Competitive Analysis

The better you understand Invesco Peak competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Peak'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 Peak'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

	PKTJX	TQAAX	LMBMX	RTOUX	IUSCX	VISGX	HSCYX
	0.00 9.44 Invesco	0.32 49.73 TQAAX	0.20 15.08 LMBMX	0.20 45.70 Tax-managed	0.30 13.53 Fisher	0.42 84.67 VANGUARD	0.45 31.53 The
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Good	Good	Good	Good	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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)	Not Rated	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold
Net Asset	10.25 M	8.09 B	215.69 M	708.97 M	206.85 K	24.81 B	640.37 M
Price To Book	N/A	N/A	1.63 X	N/A	N/A	2.83 X	2.75 X
Five Year Return	N/A	10.00 %	12.84 %	9.39 %	N/A	9.60 %	9.16 %
One Year Return	1.33 %	36.51 %	35.58 %	29.52 %	N/A	39.58 %	36.42 %
Last Dividend Paid	0.19	N/A	N/A	N/A	N/A	0.02	N/A
Price To Earning	N/A	3.88 X	16.52 X	N/A	N/A	1.80 X	26.92 X
Price To Sales	N/A	N/A	0.70 X	N/A	N/A	2.32 X	1.95 X
Cash Position Weight	8.85 %	0.93 %	0.94 %	2.84 %	N/A	2.65 %	3.00 %
Equity Positions Weight	42.07 %	99.07 %	99.06 %	97.14 %	99.44 %	97.35 %	96.88 %
Three Year Return	N/A	5.51 %	6.27 %	2.60 %	N/A	1.97 %	(0.78) %
Annual Yield	N/A	N/A	0.01 %	0 %	0 %	0.01 %	N/A
Bond Positions Weight	4.12 %	N/A	N/A	N/A	0.56 %	N/A	N/A
Year To Date Return	N/A	23.40 %	21.35 %	15.86 %	N/A	25.15 %	21.25 %
Ten Year Return	N/A	13.65 %	8.04 %	9.19 %	N/A	12.60 %	12.21 %
Daily Balance Of Power	0.0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	9.44	49.73	15.08	45.7	13.53	84.67	31.53
Period Momentum Indicator	N/A	0.16	0.03	0.09	0.04	0.35	0.14
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	9.44	49.73	15.08	45.7	13.53	84.67	31.53
Price Action Indicator	N/A	0.08	0.015	0.045	0.02	0.18	0.07
Coefficient Of Variation	(10,951)	798.47	852.82	805.03	853.1	446.43	743.04
Mean Deviation	0.2156	0.8079	0.9402	0.7938	0.9509	0.8139	0.872
Jensen Alpha	(0.01)	(0.03)	(0.05)	(0.04)	(0.05)	0.0755	(0.02)
Total Risk Alpha	(0.07)	(0.06)	(0.08)	(0.06)	(0.08)	0.0512	(0.05)
Sortino Ratio	N/A	1.0E-4	0.0173	0.0032	0.0191	0.1007	0.0178
Downside Variance	N/A	1.24	1.34	1.0	1.35	1.04	1.22
Standard Deviation	0.3597	1.1	1.34	1.13	1.36	1.07	1.17
Kurtosis	3.07	2.43	5.12	4.1	5.81	1.54	2.27
Potential Upside	0.5302	1.75	1.95	1.78	2.29	1.78	1.77
Treynor Ratio	(11.07)	0.1009	0.0955	0.0982	0.0944	0.1898	0.1101
Maximum Drawdown	2.2	6.1	8.01	6.26	8.0	5.31	6.6
Variance	0.1294	1.21	1.81	1.28	1.86	1.15	1.36
Market Risk Adjusted Performance	(11.06)	0.1109	0.1055	0.1082	0.1044	0.1998	0.1201
Risk Adjusted Performance	(0.02)	0.0988	0.094	0.0982	0.094	0.1741	0.1063
Skewness	0.2661	0.1583	1.09	0.9428	1.16	5.0E-4	0.4512
Semi Deviation	N/A	0.984	0.9899	0.8252	0.9445	0.8457	0.967
Information Ratio	(0.39)	1.0E-4	0.0149	0.0028	0.0162	0.0957	0.0168
Value At Risk	(0.73)	(1.51)	(1.75)	(1.45)	(1.69)	(1.50)	(1.57)
Expected Short fall	N/A	(0.83)	(1.04)	(0.86)	(1.17)	(0.94)	(0.93)
Downside Deviation	N/A	1.11	1.16	1.0	1.16	1.02	1.1
Semi Variance	N/A	0.9684	0.9798	0.6809	0.892	0.7153	0.9351

Invesco Peak Competition Performance Charts

Five steps to successful analysis of Invesco Peak Competition

Invesco Peak'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 Peak Retirement in relation to its competition. Invesco Peak's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco Peak 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 Peak's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Peak Retirement, 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 Peak position

In addition to having Invesco Peak in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in inflation.

You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

Other Consideration for investing in Invesco Mutual Fund

If you are still planning to invest in Invesco Peak Retirement check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco Peak's history and understand the potential risks before investing.

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