Invesco Global Health Fund Manager Performance Evaluation
| GTHCX Fund | USD 17.22 0.22 1.26% |
The fund retains a Market Volatility (i.e., Beta) of 0.5, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Global is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Global Health are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Invesco Global 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 | 1.8000 |
Invesco |
Invesco Global Relative Risk vs. Return Landscape
If you would invest 1,470 in Invesco Global Health on October 31, 2025 and sell it today you would earn a total of 252.00 from holding Invesco Global Health or generate 17.14% return on investment over 90 days. Invesco Global Health is currently producing 0.2828% returns and takes up 2.0264% volatility of returns over 90 trading days. Put another way, 18% of traded mutual funds are less volatile than Invesco, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Global Current Valuation
Undervalued
Today
Please note that Invesco Global's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Global Health retains a regular Real Value of $18.75 per share. The prevalent price of the fund is $17.22. We determine the value of Invesco Global Health 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Global'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 17.22 | Real 18.75 | Hype 18.98 | Naive 17.18 |
The intrinsic value of Invesco Global'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 Global'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 Global Health 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 Global more accurately as focusing exclusively on Invesco Global's fundamentals will not take into account other important factors: Invesco Global Target Price Odds to finish over Current Price
The tendency of Invesco Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.22 | 90 days | 17.22 | about 16.71 |
Based on a normal probability distribution, the odds of Invesco Global to move above the current price in 90 days from now is about 16.71 (This Invesco Global Health probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Invesco Global has a beta of 0.5. This usually indicates as returns on the market go up, Invesco Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Global Health will be expected to be much smaller as well. Additionally Invesco Global Health has an alpha of 0.2157, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Global Price Density |
| Price |
Predictive Modules for Invesco Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco Global Health. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Global's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Global is not an exception. The market had few large corrections towards the Invesco Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco Global Health, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.50 | |
σ | Overall volatility | 1.16 | |
Ir | Information ratio | 0.09 |
Invesco Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Global Health can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Blueprint Equity Banks 333 Million for Oversubscribed Fund - The Wall Street Journal | |
| The fund retains 95.59% of its assets under management (AUM) in equities |
Invesco Global Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Global, and Invesco Global 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 | 19.56 X | |||
| Price To Book | 3.02 X | |||
| Price To Sales | 2.28 X | |||
| Total Asset | 13.13 M | |||
About Invesco Global Performance
Evaluating Invesco Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Global 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 Global 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 at least 80 percent of its net assets in securities of issuers engaged primarily in health care-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities, including common and preferred stock, and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes and may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers.Things to note about Invesco Global Health performance evaluation
Checking the ongoing alerts about Invesco Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Global Health help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Exclusive Blueprint Equity Banks 333 Million for Oversubscribed Fund - The Wall Street Journal | |
| The fund retains 95.59% of its assets under management (AUM) in equities |
- Analyzing Invesco Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Global's mutual fund. These opinions can provide insight into Invesco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Global 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 Global security.
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