Invesco Optimum Yield Etf Performance
| PDBC Etf | USD 14.52 0.50 3.33% |
The etf retains a Market Volatility (i.e., Beta) of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Optimum's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Optimum 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 Optimum Yield are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak fundamental drivers, Invesco Optimum may actually be approaching a critical reversion point that can send shares even higher in March 2026. ...more
1 | Why This Adviser Cut 7 Million From a 4.6 Billion Commodity ETF | 01/05/2026 |
2 | Hard Assets Over Hardware Investors Abandon Tech Giants for Commodity ETFs Amid Global Strife - The Chronicle-Journal | 01/23/2026 |
Invesco Optimum Relative Risk vs. Return Landscape
If you would invest 1,321 in Invesco Optimum Yield on November 2, 2025 and sell it today you would earn a total of 131.00 from holding Invesco Optimum Yield or generate 9.92% return on investment over 90 days. Invesco Optimum Yield is currently generating 0.1596% in daily expected returns and assumes 0.9537% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of etfs are less volatile than Invesco, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
3 y Volatility 10.74 | 200 Day MA 13.3192 | 1 y Volatility 11.35 | 50 Day MA 13.7228 | Inception Date 2014-11-07 |
Invesco Optimum Target Price Odds to finish over Current Price
The tendency of Invesco Etf 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 |
| 14.52 | 90 days | 14.52 | near 1 |
Based on a normal probability distribution, the odds of Invesco Optimum to move above the current price in 90 days from now is near 1 (This Invesco Optimum Yield probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Invesco Optimum has a beta of 0.14 indicating as returns on the market go up, Invesco Optimum average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Optimum Yield will be expected to be much smaller as well. Additionally Invesco Optimum Yield has an alpha of 0.1946, implying that it can generate a 0.19 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Optimum Price Density |
| Price |
Predictive Modules for Invesco Optimum
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 Optimum Yield. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf 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.Invesco Optimum Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Optimum is not an exception. The market had few large corrections towards the Invesco Optimum'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 Optimum Yield, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Optimum within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.19 | |
β | Beta against Dow Jones | 0.14 | |
σ | Overall volatility | 0.46 | |
Ir | Information ratio | 0.18 |
Invesco Optimum 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 Optimum for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Optimum Yield 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: Hard Assets Over Hardware Investors Abandon Tech Giants for Commodity ETFs Amid Global Strife - The Chronicle-Journal | |
| The fund maintains all of the assets in different exotic instruments |
Invesco Optimum Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Optimum, and Invesco Optimum 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.
| Total Asset | 7.35 B | |||
About Invesco Optimum Performance
By analyzing Invesco Optimum's fundamental ratios, stakeholders can gain valuable insights into Invesco Optimum's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Optimum 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 Optimum has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by investing in a combination of financial instruments that are economically linked to the worlds most heavily traded commodities. Optimum Yield is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: Hard Assets Over Hardware Investors Abandon Tech Giants for Commodity ETFs Amid Global Strife - The Chronicle-Journal | |
| The fund maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Optimum Yield. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Invesco Optimum Yield's market price often diverges from its book value, the accounting figure shown on Invesco's balance sheet. Smart investors calculate Invesco Optimum's intrinsic value—its true economic worth—which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Invesco Optimum's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
It's important to distinguish between Invesco Optimum's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Invesco Optimum should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Invesco Optimum's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.