Invesco Balanced Risk Allocation Fund Manager Performance Evaluation
| ABRYX Fund | USD 9.10 0.04 0.44% |
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Balanced-risk's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Balanced-risk is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Balanced Risk Allocation are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Balanced-risk may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Invesco Balanced-risk Relative Risk vs. Return Landscape
If you would invest 849.00 in Invesco Balanced Risk Allocation on November 1, 2025 and sell it today you would earn a total of 61.00 from holding Invesco Balanced Risk Allocation or generate 7.18% return on investment over 90 days. Invesco Balanced Risk Allocation is currently producing 0.1172% returns and takes up 0.553% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Invesco, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Balanced-risk Current Valuation
Undervalued
Today
Please note that Invesco Balanced-risk's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Balanced Risk retains a regular Real Value of $9.71 per share. The prevalent price of the fund is $9.1. We determine the value of Invesco Balanced Risk from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Invesco Balanced-risk is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Balanced-risk'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 9.1 | Real 9.71 | Hype 9.1 | Naive 9.08 |
The intrinsic value of Invesco Balanced-risk'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, news, and other external factors that may influence Invesco Balanced-risk's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Invesco Balanced Risk Allocation helps investors to forecast how Invesco mutual 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 Balanced-risk more accurately as focusing exclusively on Invesco Balanced-risk's fundamentals will not take into account other important factors: Invesco Balanced-risk Target Price Odds to finish over Current Price
The tendency of Invesco Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.10 | 90 days | 9.10 | near 1 |
Based on a normal probability distribution, the odds of Invesco Balanced-risk to move above the current price in 90 days from now is near 1 (This Invesco Balanced Risk Allocation probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Invesco Balanced-risk has a beta of 0.42. This suggests as returns on the market go up, Invesco Balanced-risk average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Balanced Risk Allocation will be expected to be much smaller as well. Additionally Invesco Balanced Risk Allocation has an alpha of 0.0854, implying that it can generate a 0.0854 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Balanced-risk Price Density |
| Price |
Predictive Modules for Invesco Balanced-risk
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco Balanced Risk. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Balanced-risk'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 Balanced-risk Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Balanced-risk is not an exception. The market had few large corrections towards the Invesco Balanced-risk's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco Balanced Risk Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Balanced-risk within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 0.42 | |
σ | Overall volatility | 0.21 | |
Ir | Information ratio | 0.10 |
Invesco Balanced-risk Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco Balanced-risk for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Balanced Risk can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 75.77% of its assets under management (AUM) in fixed income securities |
Invesco Balanced-risk Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Balanced-risk, and Invesco Balanced-risk 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 Mutual Fund performance.
| Price To Earning | 19.08 X | |||
| Price To Book | 2.67 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 1.78 B | |||
About Invesco Balanced-risk Performance
Evaluating Invesco Balanced-risk's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Balanced-risk 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 Balanced-risk has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The funds investment strategy is designed to provide capital loss protection during down markets by investing in multiple asset classes. Invesco Balanced-Risk is traded on NASDAQ Exchange in the United States.Things to note about Invesco Balanced Risk performance evaluation
Checking the ongoing alerts about Invesco Balanced-risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Balanced Risk help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 75.77% of its assets under management (AUM) in fixed income securities |
- Analyzing Invesco Balanced-risk'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 Balanced-risk's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Balanced-risk'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 Balanced-risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Balanced-risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Balanced-risk's mutual fund. These opinions can provide insight into Invesco Balanced-risk's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Balanced-risk 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 Balanced-risk security.
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