Invesco Summit Fund Manager Performance Evaluation
| ASMMX Fund | USD 27.16 0.15 0.56% |
The fund retains a Market Volatility (i.e., Beta) of 1.01, which attests to a somewhat significant risk relative to the market. Invesco Summit returns are very sensitive to returns on the market. As the market goes up or down, Invesco Summit is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Summit Fund are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Invesco Summit showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.9800 |
Invesco |
Invesco Summit Relative Risk vs. Return Landscape
If you would invest 2,403 in Invesco Summit Fund on October 24, 2025 and sell it today you would earn a total of 313.00 from holding Invesco Summit Fund or generate 13.03% return on investment over 90 days. Invesco Summit Fund is currently producing 0.2422% returns and takes up 3.049% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than Invesco, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Summit Current Valuation
Fairly Valued
Today
Please note that Invesco Summit's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Invesco Summit retains a regular Real Value of $26.64 per share. The prevalent price of the fund is $27.16. We determine the value of Invesco Summit 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 Summit is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Summit'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 27.16 | Real 26.64 | Hype 27.16 | Naive 26.25 |
The intrinsic value of Invesco Summit'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 Summit'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 Summit Fund 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 Summit more accurately as focusing exclusively on Invesco Summit's fundamentals will not take into account other important factors: Invesco Summit Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Summit's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Summit Fund, and traders can use it to determine the average amount a Invesco Summit'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.
Based on monthly moving average Invesco Summit is performing at about 6% 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 Summit by adding it to a well-diversified portfolio.
Invesco Summit Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Summit, and Invesco Summit 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.
| Price To Earning | 1.52 X | |||
| Price To Book | 3.85 X | |||
| Price To Sales | 2.54 X | |||
| Total Asset | 540.03 M | |||
About Invesco Summit Performance
Evaluating Invesco Summit's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Summit 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 Summit 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 primarily in equity securities of issuers of all market capitalizations that are considered by the funds portfolio managers to have potential for earnings or revenue growth. Invesco Summit is traded on NASDAQ Exchange in the United States.Things to note about Invesco Summit performance evaluation
Checking the ongoing alerts about Invesco Summit for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Summit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Summit had very high historical volatility over the last 90 days | |
| The fund holds 98.84% of its assets under management (AUM) in equities |
- Analyzing Invesco Summit'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 Summit's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Summit'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 Summit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Summit's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Summit's mutual fund. These opinions can provide insight into Invesco Summit's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Summit 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 Summit security.
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