Invesco Oppenheimer International Fund Manager Performance Evaluation
| INGFX Fund | USD 37.07 0.38 1.04% |
The fund retains a Market Volatility (i.e., Beta) of 0.63, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Oppenheimer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Oppenheimer is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Invesco Oppenheimer International has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Invesco Oppenheimer is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8000 |
Invesco |
Invesco Oppenheimer Relative Risk vs. Return Landscape
If you would invest 3,842 in Invesco Oppenheimer International on September 3, 2024 and sell it today you would lose (135.00) from holding Invesco Oppenheimer International or give up 3.51% of portfolio value over 90 days. Invesco Oppenheimer International is currently producing negative expected returns and takes up 0.9313% volatility of returns over 90 trading days. Put another way, 8% 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 Oppenheimer Current Valuation
Fairly Valued
Today
Please note that Invesco Oppenheimer's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Oppenheimer retains a regular Real Value of $37.31 per share. The prevalent price of the fund is $37.07. We determine the value of Invesco Oppenheimer 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 Oppenheimer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Oppenheimer'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 37.07 | Real 37.31 | Hype 37.07 | Naive 37.14 |
The intrinsic value of Invesco Oppenheimer'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 Oppenheimer'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 Oppenheimer International 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 Oppenheimer more accurately as focusing exclusively on Invesco Oppenheimer's fundamentals will not take into account other important factors: Invesco Oppenheimer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Oppenheimer's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Oppenheimer International, and traders can use it to determine the average amount a Invesco Oppenheimer'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 = -0.0554
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| Negative Returns | INGFX |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Oppenheimer 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 Oppenheimer by adding Invesco Oppenheimer to a well-diversified portfolio.
Invesco Oppenheimer Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Oppenheimer, and Invesco Oppenheimer 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 | 6.84 B | |||
About Invesco Oppenheimer Performance
Evaluating Invesco Oppenheimer's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Oppenheimer 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 Oppenheimer 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 mainly invests in the common stock of growth companies that are domiciled or have their primary operations outside of the United States. It may invest 100 percent of its assets in securities of foreign companies. The fund may invest in emerging markets as well as in developed markets throughout the world. It normally will invest at least 65 percent of its total assets in common and preferred stocks of issuers in at least three different countries outside of the United States, and emphasize investments in common stocks of issuers that are considered by the portfolio managers to have potential for earnings or revenue growth.Things to note about Invesco Oppenheimer performance evaluation
Checking the ongoing alerts about Invesco Oppenheimer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Oppenheimer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Oppenheimer generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Invesco Oppenheimer retains 98.97% of its assets under management (AUM) in equities |
- Analyzing Invesco Oppenheimer'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 Oppenheimer's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Oppenheimer'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 Oppenheimer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Oppenheimer's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Oppenheimer's mutual fund. These opinions can provide insight into Invesco Oppenheimer's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Oppenheimer 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 Oppenheimer security.
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