Invesco Small Cap Fund Price on September 5, 3024
| SMERX Fund | USD 14.98 0.06 0.40% |
Below is the normalized historical share price chart for Invesco Small Cap extending back to July 18, 2002. 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 Small stands at 14.98, as last reported on the 30th of November, with the highest price reaching 14.98 and the lowest price hitting 14.98 during the day.
If you're considering investing in Invesco Mutual Fund, it is important to understand the factors that can impact its price. Invesco Small appears to be very steady, given 3 months investment horizon. Invesco Small Cap holds Efficiency (Sharpe) Ratio of 0.19, which attests that the entity had a 0.19% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Invesco Small Cap, which you can use to evaluate the volatility of the entity. Please utilize Invesco Small's Downside Deviation of 1.11, market risk adjusted performance of 0.139, and Risk Adjusted Performance of 0.1245 to validate if our risk estimates are consistent with your expectations.
Invesco Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Invesco |
Sharpe Ratio = 0.1909
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Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Invesco Small is performing at about 15% 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 Small 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 Small Mutual Fund history
Invesco Small 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 Small Cap 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 Small stock prices may prove useful in developing a viable investing in Invesco Small
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization issuers. The principal type of equity securities in which the fund invests is common stock. The funds manager considers an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000 Index. It may invest up to 15 percent of its net assets in real estate investment trusts . It may also invest up to 25 percent of its net assets in foreign securities.
Invesco Small Mutual Fund Technical Analysis
Invesco Small 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 Small Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
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Invesco Small November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Invesco Small 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 Small shares will generate the highest return on investment. By undertsting and applying Invesco Small mutual fund market strength indicators, traders can identify Invesco Small Cap entry and exit signals to maximize returns
Invesco Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Invesco Small'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 | 0.1245 | |||
| Jensen Alpha | 0.0021 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0581 | |||
| Treynor Ratio | 0.129 |
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Other Information on Investing in Invesco Mutual Fund
Invesco Small 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 Small security.
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