Invesco Charter Fund Price on May 2, 3100
| CHTYX Fund | USD 22.05 0.00 0.00% |
Below is the normalized historical share price chart for Invesco Charter Fund extending back to October 06, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Invesco Charter stands at 22.05, as last reported on the 3rd of December, with the highest price reaching 22.05 and the lowest price hitting 22.05 during the day.
If you're considering investing in Invesco Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Invesco Mutual Fund to be very steady. Invesco Charter holds Efficiency (Sharpe) Ratio of 0.23, which attests that the entity had a 0.23% return per unit of risk over the last 3 months. We have found twenty-four technical indicators for Invesco Charter, which you can use to evaluate the volatility of the entity. Please check out Invesco Charter's Downside Deviation of 0.8287, market risk adjusted performance of (3.37), and Risk Adjusted Performance of 0.1368 to validate if the risk estimate we provide is consistent with the expected return of 0.16%.
Invesco Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Invesco |
Sharpe Ratio = 0.2305
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Invesco Charter is performing at about 18% 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 Charter by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Invesco Charter Mutual Fund history
Invesco Charter investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Invesco is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Invesco Charter will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Invesco Charter stock prices may prove useful in developing a viable investing in Invesco Charter
The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund may invest in the securities of issuers of all capitalization sizes however, a substantial number of the issuers in which the fund invests are large-capitalization issuers. It may invest up to 25 percent of its net assets in foreign securities, which include foreign debt and foreign equity securities.
Invesco Charter Mutual Fund Technical Analysis
Invesco Charter technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Invesco Charter Period Price Range
Low | December 3, 2024
| High |
0.00 | 0.00 |
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Invesco Charter December 3, 2024 Market Strength
Market strength indicators help investors to evaluate how Invesco Charter mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Invesco Charter shares will generate the highest return on investment. By undertsting and applying Invesco Charter mutual fund market strength indicators, traders can identify Invesco Charter Fund entry and exit signals to maximize returns
Invesco Charter Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Invesco Charter's price direction in advance. Along with the technical and fundamental analysis of Invesco Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Invesco to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1368 | |||
| Jensen Alpha | 0.1307 | |||
| Total Risk Alpha | 0.0125 | |||
| Sortino Ratio | 0.0147 | |||
| Treynor Ratio | (3.38) |
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Other Information on Investing in Invesco Mutual Fund
Invesco Charter 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 Charter security.
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| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |