Invesco Equity And Fund Key Fundamental Indicators
| ACEIX Fund | USD 11.40 0.05 0.44% |
As of the 18th of February 2026, Invesco Equity retains the Downside Deviation of 0.5587, risk adjusted performance of 0.1585, and Market Risk Adjusted Performance of (2.23). Invesco Equity technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Invesco Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Invesco Equity's valuation are provided below:Invesco Equity And does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Invesco |
Invesco Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Invesco Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Invesco Equity.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Invesco Equity on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Invesco Equity And or generate 0.0% return on investment in Invesco Equity over 90 days. Invesco Equity is related to or competes with American High-income, Eaton Vance, The Hartford, The Hartford, The Hartford, Pimco Floating, and Pimco Floating. The fund invests, under normal circumstances, at least 80 percent of its net assets in equity and income securities, and... More
Invesco Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Invesco Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Invesco Equity And upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5587 | |||
| Information Ratio | 0.1387 | |||
| Maximum Drawdown | 7.2 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 1.1 |
Invesco Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Invesco Equity's standard deviation. In reality, there are many statistical measures that can use Invesco Equity historical prices to predict the future Invesco Equity's volatility.| Risk Adjusted Performance | 0.1585 | |||
| Jensen Alpha | 0.1702 | |||
| Total Risk Alpha | 0.1186 | |||
| Sortino Ratio | 0.2218 | |||
| Treynor Ratio | (2.24) |
Invesco Equity February 18, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1585 | |||
| Market Risk Adjusted Performance | (2.23) | |||
| Mean Deviation | 0.4954 | |||
| Semi Deviation | 0.175 | |||
| Downside Deviation | 0.5587 | |||
| Coefficient Of Variation | 505.0 | |||
| Standard Deviation | 0.8937 | |||
| Variance | 0.7987 | |||
| Information Ratio | 0.1387 | |||
| Jensen Alpha | 0.1702 | |||
| Total Risk Alpha | 0.1186 | |||
| Sortino Ratio | 0.2218 | |||
| Treynor Ratio | (2.24) | |||
| Maximum Drawdown | 7.2 | |||
| Value At Risk | (0.79) | |||
| Potential Upside | 1.1 | |||
| Downside Variance | 0.3121 | |||
| Semi Variance | 0.0306 | |||
| Expected Short fall | (0.64) | |||
| Skewness | 4.16 | |||
| Kurtosis | 26.77 |
Invesco Equity And Backtested Returns
Invesco Equity appears to be very steady, given 3 months investment horizon. Invesco Equity And holds Efficiency (Sharpe) Ratio of 0.26, which attests that the entity had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Invesco Equity And, which you can use to evaluate the volatility of the entity. Please utilize Invesco Equity's Market Risk Adjusted Performance of (2.23), downside deviation of 0.5587, and Risk Adjusted Performance of 0.1585 to validate if our risk estimates are consistent with your expectations. The fund retains a Market Volatility (i.e., Beta) of -0.0746, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Equity are expected to decrease at a much lower rate. During the bear market, Invesco Equity is likely to outperform the market.
Auto-correlation | 0.83 |
Very good predictability
Invesco Equity And has very good predictability. Overlapping area represents the amount of predictability between Invesco Equity time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Invesco Equity And price movement. The serial correlation of 0.83 indicates that around 83.0% of current Invesco Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.83 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Invesco Equity And has a Year To Date Return of 3.7307%. This is much higher than that of the Invesco family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Invesco Equity And Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Equity's current stock value. Our valuation model uses many indicators to compare Invesco Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Equity competition to find correlations between indicators driving Invesco Equity's intrinsic value. More Info.Invesco Equity And is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Equity And is roughly 10.34 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Equity's earnings, one of the primary drivers of an investment's value.Invesco Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Equity's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Equity could also be used in its relative valuation, which is a method of valuing Invesco Equity by comparing valuation metrics of similar companies.Invesco Equity is currently under evaluation in year to date return among similar funds.
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Equity's current stock value. Our valuation model uses many indicators to compare Invesco Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Equity competition to find correlations between indicators driving Invesco Equity's intrinsic value. More Info.Invesco Equity And is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Equity And is roughly 10.34 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Equity's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Invesco Equity
The fund invests 63.52% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (1.37%) , cash (5.26%) and various exotic instruments.Asset allocation divides Invesco Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Price To Earning | 16.13 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 10.87 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.73 % | ||||
| One Year Return | 12.69 % | ||||
| Three Year Return | 11.05 % | ||||
| Five Year Return | 8.41 % | ||||
| Ten Year Return | 7.65 % | ||||
| Net Asset | 13.01 B | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 5.26 % | ||||
| Equity Positions Weight | 63.52 % | ||||
| Bond Positions Weight | 1.37 % |
About Invesco Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Equity And's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Equity And based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests, under normal circumstances, at least 80 percent of its net assets in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65 percent of its net assets in income-producing equity investments. The fund may invest up to 25 percent of its net assets in securities of foreign issuers.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Invesco Mutual Fund
Invesco Equity 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 Equity security.
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