Invesco Global Real Fund Manager Performance Evaluation

ASRAX Fund  USD 8.90  0.02  0.22%   
The fund retains a Market Volatility (i.e., Beta) of -0.0689, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Global are expected to decrease at a much lower rate. During the bear market, Invesco Global is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Global Real are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Global may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Expense Ratio Date19th of December 2025
Expense Ratio1.2600
  

Invesco Global Relative Risk vs. Return Landscape

If you would invest  823.00  in Invesco Global Real on November 23, 2025 and sell it today you would earn a total of  67.00  from holding Invesco Global Real or generate 8.14% return on investment over 90 days. Invesco Global Real is currently producing 0.132% returns and takes up 0.555% 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  
Assuming the 90 days horizon Invesco Global is expected to generate 0.74 times more return on investment than the market. However, the company is 1.34 times less risky than the market. It trades about 0.24 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 per unit of risk.

Invesco Global Current Valuation

Overvalued
Today
8.90
Please note that Invesco Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Invesco Global Real retains a regular Real Value of $8.6 per share. The prevalent price of the fund is $8.9. We determine the value of Invesco Global Real 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual 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  8.9 Real  8.6 Hype  8.9 Naive  9.1
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, news, and other external factors that may influence Invesco Global'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.
8.60
Real Value
9.16
Upside
Estimating the potential upside or downside of Invesco Global Real 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 Global more accurately as focusing exclusively on Invesco Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.958.8710.79
Details
Hype
Prediction
LowEstimatedHigh
8.348.909.46
Details
Naive
Forecast
LowNext ValueHigh
8.549.109.65
Details
Below is the normalized historical share price chart for Invesco Global Real extending back to May 30, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Invesco Global stands at 8.90, as last reported on the 21st of February, with the highest price reaching 8.90 and the lowest price hitting 8.90 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Invesco Global 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 8.90 90 days 8.90 
near 1
Based on a normal probability distribution, the odds of Invesco Global to move above the current price in 90 days from now is near 1 (This Invesco Global Real 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 Global Real has a beta of -0.0689. This suggests as returns on the benchmark increase, returns on holding Invesco Global are expected to decrease at a much lower rate. During a bear market, however, Invesco Global Real is likely to outperform the market. Additionally Invesco Global Real has an alpha of 0.1133, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Invesco Global Price Density   
       Price  

Predictive Modules for Invesco Global

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 Global Real. 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.
Hype
Prediction
LowEstimatedHigh
8.348.909.46
Details
Intrinsic
Valuation
LowRealHigh
8.048.609.16
Details
Naive
Forecast
LowNextHigh
8.549.109.65
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.958.8710.79
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco Global. Your research has to be compared to or analyzed against Invesco Global's peers to derive any actionable benefits. When done correctly, Invesco Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco Global Real.

Invesco Global Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Global is not an exception. The market had few large corrections towards the Invesco Global'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 Global Real, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Global within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.11
β
Beta against Dow Jones-0.07
σ
Overall volatility
0.22
Ir
Information ratio 0.07

Invesco Global 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 Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Global Real 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 5.29% of its assets under management (AUM) in cash

Invesco Global Fundamentals Growth

Invesco Mutual 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 Mutual Fund performance.

About Invesco Global Performance

Evaluating Invesco Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in the securities of real estate and real estate related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 30 percent of its net assets in below-investment grade securities of real estate and real estate related issuers.

Things to note about Invesco Global Real performance evaluation

Checking the ongoing alerts about Invesco Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Global Real 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 5.29% of its assets under management (AUM) in cash
Evaluating Invesco Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Invesco Global's mutual fund performance include:
  • 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 Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Invesco Global's mutual fund. These opinions can provide insight into Invesco Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Invesco Global's mutual fund performance is not an exact science, and many factors can impact Invesco Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Invesco Mutual Fund

Invesco Global 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 Global security.
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