Invesco EQQQ (UK) Performance
| EQQQ Etf | 40,309 109.50 0.27% |
The etf retains a Market Volatility (i.e., Beta) of 0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco EQQQ's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco EQQQ is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco EQQQ NASDAQ 100 are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Invesco EQQQ may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
| In Threey Sharp Ratio | 0.46 |
Invesco |
Invesco EQQQ Relative Risk vs. Return Landscape
If you would invest 3,577,947 in Invesco EQQQ NASDAQ 100 on September 3, 2024 and sell it today you would earn a total of 452,953 from holding Invesco EQQQ NASDAQ 100 or generate 12.66% return on investment over 90 days. Invesco EQQQ NASDAQ 100 is generating 0.1881% of daily returns and assumes 0.9582% volatility on return distribution over the 90 days horizon. Simply put, 8% of etfs are less volatile than Invesco, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Invesco EQQQ Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco EQQQ's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco EQQQ NASDAQ 100, and traders can use it to determine the average amount a Invesco EQQQ'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 = 0.1963
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Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Invesco EQQQ 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 EQQQ by adding it to a well-diversified portfolio.
Invesco EQQQ Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco EQQQ, and Invesco EQQQ 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 Etf performance.
About Invesco EQQQ Performance
Assessing Invesco EQQQ's fundamental ratios provides investors with valuable insights into Invesco EQQQ's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco EQQQ is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Invesco EQQQ is entity of United Kingdom. It is traded as Etf on LSE exchange.