Invesco Energy Fund Manager Performance Evaluation
| IENAX Fund | USD 37.43 0.64 1.74% |
The fund retains a Market Volatility (i.e., Beta) of -0.03, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Energy are expected to decrease at a much lower rate. During the bear market, Invesco Energy 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 Energy Fund are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Energy showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of August 2025 | |
| Expense Ratio | 1.2300 |
Invesco |
Invesco Energy Relative Risk vs. Return Landscape
If you would invest 3,112 in Invesco Energy Fund on November 22, 2025 and sell it today you would earn a total of 631.00 from holding Invesco Energy Fund or generate 20.28% return on investment over 90 days. Invesco Energy Fund is currently producing 0.321% returns and takes up 1.2477% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Invesco, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Energy Current Valuation
Undervalued
Today
Please note that Invesco Energy's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Energy retains a regular Real Value of $39.8 per share. The prevalent price of the fund is $37.43. We determine the value of Invesco Energy 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 Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Energy'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 37.43 | Real 39.8 | Hype 37.43 | Naive 37.43 |
The intrinsic value of Invesco Energy'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 Energy'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 Energy Fund 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 Energy more accurately as focusing exclusively on Invesco Energy's fundamentals will not take into account other important factors: Invesco Energy 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 |
| 37.43 | 90 days | 37.43 | about 1.23 |
Based on a normal probability distribution, the odds of Invesco Energy to move above the current price in 90 days from now is about 1.23 (This Invesco Energy Fund probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Energy Price Density |
| Price |
Predictive Modules for Invesco Energy
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 Energy. 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 Energy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Energy is not an exception. The market had few large corrections towards the Invesco Energy'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 Energy Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Energy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.27 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 2.03 | |
Ir | Information ratio | 0.17 |
Invesco Energy 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 Energy for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Energy can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Risk Channels and Responsive Allocation - Stock Traders Daily | |
| The fund generated-7.0 ten year return of -7.0% | |
| Invesco Energy retains 97.65% of its assets under management (AUM) in equities |
Invesco Energy Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Energy, and Invesco Energy 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 | 7.56 X | ||||
| Price To Book | 1.31 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 307.58 M | ||||
About Invesco Energy Performance
Evaluating Invesco Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Energy 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 Energy 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 securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund is non-diversified.Things to note about Invesco Energy performance evaluation
Checking the ongoing alerts about Invesco Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Risk Channels and Responsive Allocation - Stock Traders Daily | |
| The fund generated-7.0 ten year return of -7.0% | |
| Invesco Energy retains 97.65% of its assets under management (AUM) in equities |
- Analyzing Invesco Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Energy's mutual fund. These opinions can provide insight into Invesco Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Energy 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 Energy security.
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