Invesco Diversified Dividend Fund Manager Performance Evaluation

LCEFX Fund  USD 18.86  0.08  0.43%   
The fund retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Diversified is expected to be smaller as well.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Invesco Diversified Dividend has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Expense Ratio0.4700
  

Invesco Diversified Relative Risk vs. Return Landscape

If you would invest  2,042  in Invesco Diversified Dividend on November 9, 2024 and sell it today you would lose (156.00) from holding Invesco Diversified Dividend or give up 7.64% of portfolio value over 90 days. Invesco Diversified Dividend is currently producing negative expected returns and takes up 1.4065% volatility of returns over 90 trading days. Put another way, 12% 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  
Assuming the 90 days horizon Invesco Diversified is expected to under-perform the market. In addition to that, the company is 1.96 times more volatile than its market benchmark. It trades about -0.09 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of volatility.

Invesco Diversified Current Valuation

Undervalued
Today
18.86
Please note that Invesco Diversified's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Invesco Diversified regular Real Value cannot be determined due to lack of data. The prevalent price of Invesco Diversified is $18.86. We determine the value of Invesco Diversified 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 Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Diversified'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  18.86 Real  0.0 Hype  0.0 Naive  17.86
The intrinsic value of Invesco Diversified'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 Diversified'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.
0.00
Real Value
1.40
Upside
Estimating the potential upside or downside of Invesco Diversified Dividend 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 Diversified more accurately as focusing exclusively on Invesco Diversified's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.4518.2619.06
Details
Hype
Prediction
LowEstimatedHigh
0.000.001.40
Details
Naive
Forecast
LowNext ValueHigh
16.4717.8619.26
Details

Invesco Diversified Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Diversified Dividend, and traders can use it to determine the average amount a Invesco Diversified'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 = -0.0884

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Estimated Market Risk

 1.41
  actual daily
12
88% of assets are more volatile

Expected Return

 -0.12
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.09
  actual daily
0
Most of other assets perform better
Based on monthly moving average Invesco Diversified is not performing at its full potential. However, 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 Diversified by adding Invesco Diversified to a well-diversified portfolio.

Invesco Diversified Fundamentals Growth

Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Diversified, and Invesco Diversified 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 Diversified Performance

Evaluating Invesco Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Diversified 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 Diversified 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 primarily in dividend-paying equity securities. Invesco Diversified is traded on NASDAQ Exchange in the United States.

Things to note about Invesco Diversified performance evaluation

Checking the ongoing alerts about Invesco Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Invesco Diversified generated a negative expected return over the last 90 days
The fund maintains 96.96% of its assets in stocks
Evaluating Invesco Diversified's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Invesco Diversified's mutual fund performance include:
  • Analyzing Invesco Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
  • Examining Invesco Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Diversified's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Invesco Diversified's mutual fund. These opinions can provide insight into Invesco Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Invesco Diversified's mutual fund performance is not an exact science, and many factors can impact Invesco Diversified'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 Diversified 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 Diversified security.
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