Invesco Porate Bond Fund Manager Performance Evaluation
| ACCBX Fund | USD 6.32 0.03 0.48% |
The fund retains a Market Volatility (i.e., Beta) of -0.0413, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Corporate are expected to decrease at a much lower rate. During the bear market, Invesco Corporate is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Invesco Porate Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Invesco Corporate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of June 2023 | |
| Expense Ratio | 0.7500 |
Invesco |
Invesco Corporate Relative Risk vs. Return Landscape
If you would invest 633.00 in Invesco Porate Bond on September 1, 2024 and sell it today you would lose (1.00) from holding Invesco Porate Bond or give up 0.16% of portfolio value over 90 days. Invesco Porate Bond is currently producing negative expected returns and takes up 0.3101% volatility of returns over 90 trading days. Put another way, 2% 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 Corporate Current Valuation
Fairly Valued
Today
Please note that Invesco Corporate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Porate Bond retains a regular Real Value of $6.26 per share. The prevalent price of the fund is $6.32. We determine the value of Invesco Porate Bond 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 Corporate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Corporate'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 6.32 | Real 6.26 | Hype 6.32 | Naive 6.32 |
The intrinsic value of Invesco Corporate'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 Corporate'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 Porate Bond 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 Corporate more accurately as focusing exclusively on Invesco Corporate's fundamentals will not take into account other important factors: Invesco Corporate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Corporate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Porate Bond, and traders can use it to determine the average amount a Invesco Corporate'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 = -0.0064
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ACCBX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Corporate 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 Corporate by adding Invesco Corporate to a well-diversified portfolio.
Invesco Corporate Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Corporate, and Invesco Corporate 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.
| Total Asset | 1.04 B | ||||
About Invesco Corporate Performance
Evaluating Invesco Corporate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Corporate 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 Corporate 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 corporate bonds, and in derivatives and other instruments that have economic characteristics similar to such securities. At least 65 percent of the funds net assets must be, and up to 100 percent may be, invested in investment grade securities securities issued or guaranteed by the U.S. government, its agencies or instrumentalities commercial paper rated Prime by Moodys or A- or higher by SP and cash and cash equivalents.Things to note about Invesco Porate Bond performance evaluation
Checking the ongoing alerts about Invesco Corporate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Porate Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Porate Bond generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Invesco Porate Bond holds about 21.29% of its assets under management (AUM) in fixed income securities |
- Analyzing Invesco Corporate'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 Corporate's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Corporate'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 Corporate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Corporate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Corporate's mutual fund. These opinions can provide insight into Invesco Corporate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Corporate 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 Corporate security.
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