Invesco Multi Asset Income Fund Manager Performance Evaluation
| PIFFX Fund | USD 8.05 0.01 0.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.25, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Multi-asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Multi-asset is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Multi Asset Income are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Invesco Multi-asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5200 |
Invesco |
Invesco Multi-asset Relative Risk vs. Return Landscape
If you would invest 788.00 in Invesco Multi Asset Income on September 3, 2024 and sell it today you would earn a total of 17.00 from holding Invesco Multi Asset Income or generate 2.16% return on investment over 90 days. Invesco Multi Asset Income is currently producing 0.0338% returns and takes up 0.3022% volatility of returns over 90 trading days. Put another way, 2% 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 Multi-asset Current Valuation
Fairly Valued
Today
Please note that Invesco Multi-asset's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Multi Asset retains a regular Real Value of $8.03 per share. The prevalent price of the fund is $8.05. We determine the value of Invesco Multi Asset 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 Multi-asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Multi-asset'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 8.05 | Real 8.03 | Hype 8.05 | Naive 8.05 |
The intrinsic value of Invesco Multi-asset'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 Multi-asset'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 Multi Asset Income 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 Multi-asset more accurately as focusing exclusively on Invesco Multi-asset's fundamentals will not take into account other important factors: Invesco Multi-asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Multi-asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Multi Asset Income, and traders can use it to determine the average amount a Invesco Multi-asset'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 = 0.1119
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PIFFX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Invesco Multi-asset is performing at about 8% 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 Multi-asset by adding it to a well-diversified portfolio.
Invesco Multi-asset Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Multi-asset, and Invesco Multi-asset 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 | 1.79 B | |||
About Invesco Multi-asset Performance
Evaluating Invesco Multi-asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Multi-asset 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 Multi-asset 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 actively allocates assets across multiple income producing asset classes and strategies. The Advisers Global Asset Allocation Team employs risk balancing strategies intended to manage interest rate, equity and credit risk to seek to create a balanced risk profile for the fund. The GAA Team implements the funds investment strategy and tactically adjusts the funds portfolio through direct investments, including derivative and hybrid derivative-type instruments, as well as through affiliated and unaffiliated open-end investment companies, including ETFs, and closed-end investment companies.Things to note about Invesco Multi Asset performance evaluation
Checking the ongoing alerts about Invesco Multi-asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Multi Asset 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 32.45% of its assets in cash |
- Analyzing Invesco Multi-asset'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 Multi-asset's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Multi-asset'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 Multi-asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Multi-asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Multi-asset's mutual fund. These opinions can provide insight into Invesco Multi-asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Multi-asset 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 Multi-asset security.
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