Invesco Equity And Fund Manager Performance Evaluation
| ACEIX Fund | USD 11.24 0.04 0.35% |
The fund retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Equity And are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Invesco Equity may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 19th of December 2025 | |
| Expense Ratio | 0.7600 |
Invesco |
Invesco Equity Relative Risk vs. Return Landscape
If you would invest 1,020 in Invesco Equity And on October 28, 2025 and sell it today you would earn a total of 104.00 from holding Invesco Equity And or generate 10.2% return on investment over 90 days. Invesco Equity And is currently producing 0.1633% returns and takes up 0.9145% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Invesco, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Equity Current Valuation
Undervalued
Today
Please note that Invesco Equity's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Equity And retains a regular Real Value of $12.07 per share. The prevalent price of the fund is $11.24. We determine the value of Invesco Equity And 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Equity'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 11.24 | Real 12.07 | Hype 11.24 | Naive 11.36 |
The intrinsic value of Invesco Equity'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 Equity'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 Equity And 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 Equity more accurately as focusing exclusively on Invesco Equity's fundamentals will not take into account other important factors: Invesco Equity 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 |
| 11.24 | 90 days | 11.24 | about 10.56 |
Based on a normal probability distribution, the odds of Invesco Equity to move above the current price in 90 days from now is about 10.56 (This Invesco Equity And 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 Equity has a beta of 0.78. This suggests as returns on the market go up, Invesco Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Equity And will be expected to be much smaller as well. Additionally Invesco Equity And has an alpha of 0.0983, implying that it can generate a 0.0983 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Equity Price Density |
| Price |
Predictive Modules for Invesco Equity
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 Equity And. 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.Invesco Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Equity is not an exception. The market had few large corrections towards the Invesco Equity'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 Equity And, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.78 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | 0.09 |
Invesco Equity 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 Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Equity And 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 5.26% of its assets under management (AUM) in cash |
Invesco Equity Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Equity, and Invesco Equity 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 | 16.13 X | |||
| Price To Book | 1.56 X | |||
| Price To Sales | 1.66 X | |||
| Total Asset | 10.67 B | |||
About Invesco Equity Performance
Evaluating Invesco Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Equity 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 Equity 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 investment seeks current income and, secondarily, capital appreciation. Invesco Equity is traded on NASDAQ Exchange in the United States.Things to note about Invesco Equity And performance evaluation
Checking the ongoing alerts about Invesco Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Equity And 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 5.26% of its assets under management (AUM) in cash |
- Analyzing Invesco Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Equity's mutual fund. These opinions can provide insight into Invesco Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Equity 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 Equity security.
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