Invesco Markets (Germany) Performance

SC0Y Etf  EUR 229.95  1.05  0.45%   
The etf retains a Market Volatility (i.e., Beta) of -0.0229, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Markets are expected to decrease at a much lower rate. During the bear market, Invesco Markets is likely to outperform the market.

Risk-Adjusted Performance

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Over the last 90 days Invesco Markets plc has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Invesco Markets is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
  

Invesco Markets Relative Risk vs. Return Landscape

If you would invest  22,905  in Invesco Markets plc on October 12, 2025 and sell it today you would earn a total of  90.00  from holding Invesco Markets plc or generate 0.39% return on investment over 90 days. Invesco Markets plc is generating 0.011% of daily returns assuming 0.9462% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than Invesco Markets, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Invesco Markets is expected to generate 10.77 times less return on investment than the market. In addition to that, the company is 1.35 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.17 per unit of volatility.

Invesco Markets Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Markets' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Markets plc, and traders can use it to determine the average amount a Invesco Markets' 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 = 0.0116

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Estimated Market Risk

 0.95
  actual daily
8
92% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.01
  actual daily
0
Most of other assets perform better
Based on monthly moving average Invesco Markets 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 Markets by adding Invesco Markets to a well-diversified portfolio.

About Invesco Markets Performance

By analyzing Invesco Markets' fundamental ratios, stakeholders can gain valuable insights into Invesco Markets' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Markets 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 Markets has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.