Invesco Rochester New Fund Manager Performance Evaluation
| IORUX Fund | USD 15.47 0.04 0.26% |
The fund retains a Market Volatility (i.e., Beta) of -0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Rochester are expected to decrease at a much lower rate. During the bear market, Invesco Rochester is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Rochester New are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Invesco Rochester is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9800 |
Invesco |
Invesco Rochester Relative Risk vs. Return Landscape
If you would invest 1,527 in Invesco Rochester New on September 1, 2024 and sell it today you would earn a total of 20.00 from holding Invesco Rochester New or generate 1.31% return on investment over 90 days. Invesco Rochester New is currently producing 0.021% returns and takes up 0.3793% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Invesco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Rochester Current Valuation
Overvalued
Today
Please note that Invesco Rochester's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Invesco Rochester New retains a regular Real Value of $14.34 per share. The prevalent price of the fund is $15.47. We determine the value of Invesco Rochester New 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 Rochester is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Rochester'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 15.47 | Real 14.34 | Hype 15.47 | Naive 15.44 |
The intrinsic value of Invesco Rochester'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 Rochester'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 Rochester New 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 Rochester more accurately as focusing exclusively on Invesco Rochester's fundamentals will not take into account other important factors: Invesco Rochester Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Rochester's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Rochester New, and traders can use it to determine the average amount a Invesco Rochester's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0555
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IORUX |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Invesco Rochester is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Rochester by adding it to a well-diversified portfolio.
Invesco Rochester Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Rochester, and Invesco Rochester 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.
| Total Asset | 4.74 B | ||||
About Invesco Rochester Performance
Evaluating Invesco Rochester's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Rochester 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 Rochester 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 at least 80 percent of its net assets in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. It invests mainly in New York municipal securities that pay interest that, in the opinion of counsel to the issuer of each security, is exempt from federal and New York personal income taxes. The fund can invest up to 25 percent of its total assets in below-investment-grade securities .Things to note about Invesco Rochester New performance evaluation
Checking the ongoing alerts about Invesco Rochester for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Rochester New help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Invesco Rochester New retains about 8.7% of its assets under management (AUM) in fixed income securities |
- Analyzing Invesco Rochester'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 Rochester's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Rochester'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 Rochester's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Rochester's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Rochester's mutual fund. These opinions can provide insight into Invesco Rochester's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Rochester 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 Rochester security.
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