Aim Investment Securities Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.37, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aim Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aim Investment 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 Aim Investment Securities are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Aim Investment may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreAim |
Aim Investment Relative Risk vs. Return Landscape
If you would invest 2,368 in Aim Investment Securities on November 7, 2025 and sell it today you would earn a total of 158.00 from holding Aim Investment Securities or generate 6.67% return on investment over 90 days. Aim Investment Securities is currently producing 0.107% returns and takes up 0.4685% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Aim, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aim Investment Current Valuation
Undervalued
Today
Please note that Aim Investment's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Aim Investment Securities shows a prevailing Real Value of $26.71 per share. The current price of the fund is $25.26. We determine the value of Aim Investment Securities from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aim Investment is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aim Mutual Fund. However, Aim Investment'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 25.26 | Real 26.71 | Hype 25.27 | Naive 25.52 |
The intrinsic value of Aim Investment'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 Aim Investment'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 Aim Investment Securities helps investors to forecast how Aim 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 Aim Investment more accurately as focusing exclusively on Aim Investment's fundamentals will not take into account other important factors: Aim Investment 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 Aim Investment for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aim Investment Securities 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 retains about 15.6% of its assets under management (AUM) in cash |
Aim Investment Fundamentals Growth
Aim Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aim Investment, and Aim Investment 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 Aim Mutual Fund performance.
| Total Asset | 525.14 M | ||||
About Aim Investment Performance
Evaluating Aim Investment's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aim Investment 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 Aim Investment 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 Adviser exercises a flexible strategy in selecting its investments. Invesco Fundamental is traded on NASDAQ Exchange in the United States.Things to note about Aim Investment Securities performance evaluation
Checking the ongoing alerts about Aim Investment for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aim Investment Securities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 15.6% of its assets under management (AUM) in cash |
- Analyzing Aim Investment'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 Aim Investment's stock is overvalued or undervalued compared to its peers.
- Examining Aim Investment'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 Aim Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aim Investment's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aim Investment's mutual fund. These opinions can provide insight into Aim Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aim Mutual Fund
Aim Investment financial ratios help investors to determine whether Aim 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 Aim with respect to the benefits of owning Aim Investment security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |