Invesco ETF Key Technical Indicators
| IVRA ETF | USD 15.98 -0.06 -0.37% |
Momentum
OversoldOverbought
72 · Strong
As of the 9th of May, Invesco prints 15.98 per share on the tape. Available indicator data includes Downside Deviation of 0.6801, risk adjusted performance of 0.2961, and Market Risk Adjusted Performance of -1.75. Market dynamics are evaluated through structured indicator analysis. Indicator dispersion is evaluated across similar market participants.
Fund Screeners provide expanded screening access beyond this individual fund page. For screening beyond Invesco's immediate peer group, this offers broader fund coverage.Invesco's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be a good short-term indicator of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Invesco One Year Return | 17.60 % |
Ratios such as One Year Return can help describe Invesco's reported profile, but they are only part of the picture for a fund. For funds, market price is usually interpreted alongside net asset value, discount or premium to NAV, yield, leverage, and fees. Reported accounting ratios can still be useful, but they are generally secondary to fund-specific measures. These metrics offer one lens on Invesco's structure, but they do not replace category and NAV analysis.
CompetitionInvesco One Year Return Component Assessment
Invesco Fund Metrics Relationships
Main Technical Indicators as of May 9, 2026
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2961 | |||
| Market Risk Adjusted Performance | -1.75 | |||
| Mean Deviation | 0.5856 | |||
| Semi Deviation | 0.1792 | |||
| Downside Deviation | 0.6801 | |||
| Coefficient Of Variation | 323.33 | |||
| Standard Deviation | 0.7937 | |||
| Variance | 0.63 | |||
| Information Ratio | 0.2994 | |||
| Jensen Alpha | 0.2352 | |||
| Total Risk Alpha | 0.2373 | |||
| Sortino Ratio | 0.3494 | |||
| Treynor Ratio | -1.76 | |||
| Maximum Drawdown | 4.62 | |||
| Value At Risk | -0.93 | |||
| Potential Upside | 1.38 | |||
| Downside Variance | 0.4625 | |||
| Semi Variance | 0.0321 | |||
| Expected Short fall | -0.71 | |||
| Skewness | 1.03 | |||
| Kurtosis | 3.55 |
Daily Market Strength Indicators
Rate of Change and Momentum readings for Invesco measure the velocity of recent price moves rather than direction alone. These indicators add context to how recent sessions in Invesco have behaved. These indicators are most informative when viewed alongside Invesco's volume profile and volatility measures. The Price Action Indicator distills each session's open-high-low-close into a single directional score for Invesco.
Invesco Comparable Funds
These peer funds are related to Invesco and help frame its category context. Peer review is strongest when it focuses on NAV trend, discount or premium to NAV, yield, and fee burden. Differences across peer funds often reflect mandate, region, income policy, or leverage choices. Reviewing these related funds can sharpen the broader view of Invesco's positioning.
| Risk & Return | Correlation |
One Year Return Peer Comparison
Analyzing Invesco's One Year Return relative to peer ETFs adds category context to the fund's reported metrics. For funds, the goal is usually to compare portfolio structure, cost profile, leverage, and distribution characteristics alongside the reported ratio. Outlier readings on One Year Return among peer funds often deserve review, but they rarely tell the whole story by themselves. Used properly, the peer view helps investors judge whether Invesco looks typical or unusual within its fund universe.Invesco is currently under evaluation in one year return compared to similar ETFs.
Fund Metrics Relationships
Fund Asset Allocation for Invesco
The fund invests 99.25% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.The asset allocation of Invesco's reflects how its portfolio is divided among different asset categories. The proportion invested in each asset class aligns Invesco's risk-return profile with investor goals. By diversifying across instruments, Invesco's can better manage exposure to adverse market conditions. A portfolio structure designed to weather different market environments improves long-term resilience.
The specific mix of assets in a mutual fund is guided by its investment strategy and market outlook. Fund managers continuously monitor and adjust this allocation in response to market conditions. Effective asset allocation is one of the primary drivers of long-term mutual fund performance. Evaluating fund allocation in the context of broader portfolio diversification highlights potential overlap or concentration.
Important Fund Metrics
| Equity Positions Weight | 99.25 % | |||
| Three Year Return | 13.20 % | |||
| Net Asset | 2.86 M | |||
| Five Year Return | 11.20 % | |||
| One Year Return | 17.60 % |
Financial Metrics, Fundamentals & Methodology
Long-horizon stability for Invesco depends on exposure design and underlying liquidity conditions. Implementation details can create persistent tracking difference over time.
Reported values for Invesco are derived from fund disclosures and market reference feeds and standardized for analysis. Accounting-line values follow GAAP or IFRS structures as published in issuer filings.
Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board