Invesco Energy Fund Market Value
| IEFCX Fund | USD 28.80 0.40 1.41% |
| Symbol | Invesco |
Invesco Energy '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 Energy'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 Energy.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Invesco Energy on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Invesco Energy Fund or generate 0.0% return on investment in Invesco Energy over 90 days. Invesco Energy is related to or competes with Dreyfus Natural, Global Resources, Franklin Natural, Fidelity Natural, and Adams Natural. The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of issuers engaged in ... More
Invesco Energy 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 Energy'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 Energy Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.09 | |||
| Information Ratio | 0.1443 | |||
| Maximum Drawdown | 4.81 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 1.98 |
Invesco Energy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Energy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Invesco Energy's standard deviation. In reality, there are many statistical measures that can use Invesco Energy historical prices to predict the future Invesco Energy's volatility.| Risk Adjusted Performance | 0.1494 | |||
| Jensen Alpha | 0.1938 | |||
| Total Risk Alpha | 0.1306 | |||
| Sortino Ratio | 0.143 | |||
| Treynor Ratio | 0.8245 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Energy'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 Energy January 30, 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 | 0.1494 | |||
| Market Risk Adjusted Performance | 0.8345 | |||
| Mean Deviation | 0.8666 | |||
| Semi Deviation | 0.8551 | |||
| Downside Deviation | 1.09 | |||
| Coefficient Of Variation | 496.95 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Information Ratio | 0.1443 | |||
| Jensen Alpha | 0.1938 | |||
| Total Risk Alpha | 0.1306 | |||
| Sortino Ratio | 0.143 | |||
| Treynor Ratio | 0.8245 | |||
| Maximum Drawdown | 4.81 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 1.98 | |||
| Downside Variance | 1.18 | |||
| Semi Variance | 0.7312 | |||
| Expected Short fall | (0.96) | |||
| Skewness | (0.32) | |||
| Kurtosis | (0.03) |
Invesco Energy Backtested Returns
Invesco Energy appears to be very steady, given 3 months investment horizon. Invesco Energy holds Efficiency (Sharpe) Ratio of 0.21, which attests that the entity had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Invesco Energy, which you can use to evaluate the volatility of the entity. Please utilize Invesco Energy's Risk Adjusted Performance of 0.1494, market risk adjusted performance of 0.8345, and Downside Deviation of 1.09 to validate if our risk estimates are consistent with your expectations. 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 Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Energy is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Invesco Energy Fund has good predictability. Overlapping area represents the amount of predictability between Invesco Energy time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 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 Energy price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Invesco Energy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.65 | |
| Residual Average | 0.0 | |
| Price Variance | 1.15 |
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Other Information on Investing in Invesco Mutual Fund
Invesco Energy 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 Energy security.
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