Invesco Developing Markets Fund Manager Performance Evaluation

0P0000SCWD   15.99  0.02  0.13%   
The fund retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Developing's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Developing is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Developing Markets are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of comparatively stable basic indicators, Invesco Developing is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors.
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Invesco Developing Relative Risk vs. Return Landscape

If you would invest  1,573  in Invesco Developing Markets on October 6, 2025 and sell it today you would earn a total of  26.00  from holding Invesco Developing Markets or generate 1.65% return on investment over 90 days. Invesco Developing Markets is generating 0.0308% of daily returns and assumes 0.8906% volatility on return distribution over the 90 days horizon. Simply put, 7% 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  
Assuming the 90 days trading horizon Invesco Developing is expected to generate 1.91 times less return on investment than the market. In addition to that, the company is 1.23 times more volatile than its market benchmark. It trades about 0.03 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 per unit of volatility.

Invesco Developing Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Developing's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco Developing Markets, and traders can use it to determine the average amount a Invesco Developing'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 = 0.0346

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Estimated Market Risk

 0.89
  actual daily
7
93% of assets are more volatile

Expected Return

 0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.03
  actual daily
2
98% of assets perform better
Based on monthly moving average Invesco Developing is performing at about 2% 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 Developing by adding it to a well-diversified portfolio.

Things to note about Invesco Developing performance evaluation

Checking the ongoing alerts about Invesco Developing for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco Developing help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Invesco Developing's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Invesco Developing's fund performance include:
  • Analyzing Invesco Developing'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 Developing's stock is overvalued or undervalued compared to its peers.
  • Examining Invesco Developing'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 Developing's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Developing's management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Invesco Developing's fund. These opinions can provide insight into Invesco Developing's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Invesco Developing's fund performance is not an exact science, and many factors can impact Invesco Developing's fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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