Invesco Global Companies Fund Manager Performance Evaluation
| 0P000072UA | CAD 72.19 0.82 1.15% |
The fund retains a Market Volatility (i.e., Beta) of 0.86, which attests to possible diversification benefits within a given portfolio. Invesco Global returns are very sensitive to returns on the market. As the market goes up or down, Invesco Global is expected to follow.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Invesco Global Companies has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Invesco Global is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 49.79 | |
| Fifty Two Week High | 61.45 | |
| Annual Report Expense Ratio | 2.64% |
Invesco |
Invesco Global Relative Risk vs. Return Landscape
If you would invest 7,453 in Invesco Global Companies on October 20, 2024 and sell it today you would lose (234.00) from holding Invesco Global Companies or give up 3.14% of portfolio value over 90 days. Invesco Global Companies is generating negative expected returns and assumes 1.1474% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than Invesco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco Global Current Valuation
Fairly Valued
Today
Please note that Invesco Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Global Companies retains a regular Real Value of C$72.55 per share. The prevalent price of the fund is C$72.19. We determine the value of Invesco Global Companies from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Invesco Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Fund. However, Invesco Global'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 72.19 | Real 72.55 | Hype 72.19 |
The real value of Invesco Fund, also known as its intrinsic value, is the underlying worth of Invesco Global Companies Fund, which is reflected in its stock price. It is based on Invesco Global's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Invesco Global'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, or news.
Estimating the potential upside or downside of Invesco Global Companies helps investors to forecast how Invesco 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 Global more accurately as focusing exclusively on Invesco Global's fundamentals will not take into account other important factors: Invesco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Global's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco Global Companies, and traders can use it to determine the average amount a Invesco Global'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 = -0.039
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| Negative Returns | 0P000072UA |
Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Global is not performing at its full potential. However, 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 Global by adding Invesco Global to a well-diversified portfolio.
Invesco Global Fundamentals Growth
Invesco Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Global, and Invesco Global 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 Fund performance.
| Total Asset | 3.13 B | |||
About Invesco Global Performance
By analyzing Invesco Global's fundamental ratios, stakeholders can gain valuable insights into Invesco Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Global 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 Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Invesco Global Companies Fund seeks to achieve strong capital growth with a high degree of reliability over the long term. Invesco Global is traded on Toronto Stock Exchange in Canada.Things to note about Invesco Global Companies performance evaluation
Checking the ongoing alerts about Invesco Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco Global Companies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Global generated a negative expected return over the last 90 days | |
| The fund holds about 5.41% of its total net assets in cash |
- Analyzing Invesco Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Global's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Global's fund. These opinions can provide insight into Invesco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Fund
Invesco Global financial ratios help investors to determine whether Invesco 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 Global security.
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