Invesco Diversified Dividend Fund Manager Performance Evaluation
| LCEYX Fund | USD 18.93 0.12 0.64% |
The fund retains a Market Volatility (i.e., Beta) of 1.21, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Diversified will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Diversified Dividend are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Diversified showed solid returns over the last few months and may actually be approaching a breakup point.
...moreInvesco |
Invesco Diversified Relative Risk vs. Return Landscape
If you would invest 1,564 in Invesco Diversified Dividend on November 1, 2025 and sell it today you would earn a total of 329.00 from holding Invesco Diversified Dividend or generate 21.04% return on investment over 90 days. Invesco Diversified Dividend is currently producing 0.3341% returns and takes up 1.8339% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Invesco, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Diversified Current Valuation
Fairly Valued
Today
Please note that Invesco Diversified's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Diversified retains a regular Real Value of $19.13 per share. The prevalent price of the fund is $18.93. We determine the value of Invesco Diversified 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 Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Diversified'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 18.93 | Real 19.13 | Hype 18.93 | Naive 19.43 |
The intrinsic value of Invesco Diversified'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 Diversified'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 Diversified Dividend 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 Diversified more accurately as focusing exclusively on Invesco Diversified's fundamentals will not take into account other important factors: Invesco Diversified 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 |
| 18.93 | 90 days | 18.93 | about 12.48 |
Based on a normal probability distribution, the odds of Invesco Diversified to move above the current price in 90 days from now is about 12.48 (This Invesco Diversified Dividend 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 the mutual fund has the beta coefficient of 1.21 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Invesco Diversified will likely underperform. Additionally Invesco Diversified Dividend has an alpha of 0.2524, implying that it can generate a 0.25 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Diversified Price Density |
| Price |
Predictive Modules for Invesco Diversified
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 Diversified. 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 Diversified'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 Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Diversified is not an exception. The market had few large corrections towards the Invesco Diversified'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 Diversified Dividend, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.25 | |
β | Beta against Dow Jones | 1.21 | |
σ | Overall volatility | 1.39 | |
Ir | Information ratio | 0.14 |
Invesco Diversified 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 Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Diversified can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 6.39% of its assets in cash |
Invesco Diversified Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Diversified, and Invesco Diversified 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 | 17.68 X | |||
| Price To Book | 2.25 X | |||
| Price To Sales | 1.63 X | |||
| Total Asset | 16.19 B | |||
About Invesco Diversified Performance
Evaluating Invesco Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Diversified 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 Diversified 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 investment seeks long-term growth of capital and, secondarily, current income. Invesco Diversified is traded on NASDAQ Exchange in the United States.Things to note about Invesco Diversified performance evaluation
Checking the ongoing alerts about Invesco Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.39% of its assets in cash |
- Analyzing Invesco Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Diversified's mutual fund. These opinions can provide insight into Invesco Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Diversified 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 Diversified security.
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