Invesco Servative Allocation Fund Manager Performance Evaluation
| CACMX Fund | USD 10.80 0.04 0.37% |
The fund retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Servative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Servative is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Servative Allocation are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Invesco Servative 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 April 2023 | |
| Expense Ratio | 1.6900 |
Invesco |
Invesco Servative Relative Risk vs. Return Landscape
If you would invest 1,054 in Invesco Servative Allocation on September 1, 2024 and sell it today you would earn a total of 26.00 from holding Invesco Servative Allocation or generate 2.47% return on investment over 90 days. Invesco Servative Allocation is currently producing 0.0386% returns and takes up 0.3341% 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 Servative Current Valuation
Fairly Valued
Today
Please note that Invesco Servative's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Servative retains a regular Real Value of $10.76 per share. The prevalent price of the fund is $10.8. We determine the value of Invesco Servative 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 Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Servative'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 10.8 | Real 10.76 | Hype 10.8 | Naive 10.83 |
The intrinsic value of Invesco Servative'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 Servative'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 Servative Allocation 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 Servative more accurately as focusing exclusively on Invesco Servative's fundamentals will not take into account other important factors: Invesco Servative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Servative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Servative Allocation, and traders can use it to determine the average amount a Invesco Servative'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 = 0.1156
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| Negative Returns | CACMX |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Invesco Servative is performing at about 9% 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 Servative by adding it to a well-diversified portfolio.
Invesco Servative Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Servative, and Invesco Servative 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 | 17.53 X | ||||
| Price To Book | 1.82 X | ||||
| Price To Sales | 1.39 X | ||||
| Total Asset | 15.65 M | ||||
About Invesco Servative Performance
Evaluating Invesco Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Servative 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 Servative 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 is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 30-50 percent of its total assets in underlying equity funds, approximately 50-70 percent of its total assets in underlying fixed-income funds and approximately 5-20 percent of its total assets in alternative asset classes including underlying funds that invest primarily in commodities and other derivatives.Things to note about Invesco Servative performance evaluation
Checking the ongoing alerts about Invesco Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Servative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% |
- Analyzing Invesco Servative'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 Servative's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Servative'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 Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Servative's mutual fund. These opinions can provide insight into Invesco Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Servative 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 Servative security.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |