Invesco Short Duration Fund Manager Performance Evaluation
| SDPSX Fund | USD 10.03 0.01 0.1% |
The fund retains a Market Volatility (i.e., Beta) of 0.0236, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Short is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Short Duration are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Invesco Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.3000 |
Invesco |
Invesco Short Relative Risk vs. Return Landscape
If you would invest 996.00 in Invesco Short Duration on September 1, 2024 and sell it today you would earn a total of 7.00 from holding Invesco Short Duration or generate 0.7% return on investment over 90 days. Invesco Short Duration is currently producing 0.011% returns and takes up 0.1319% volatility of returns over 90 trading days. Put another way, 1% 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 Short Current Valuation
Fairly Valued
Today
Please note that Invesco Short's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Short Duration retains a regular Real Value of $9.93 per share. The prevalent price of the fund is $10.03. We determine the value of Invesco Short Duration 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 Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Short'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 10.03 | Real 9.93 | Hype 10.03 | Naive 10.04 |
The intrinsic value of Invesco Short'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 Short'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 Short Duration 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 Short more accurately as focusing exclusively on Invesco Short's fundamentals will not take into account other important factors: Invesco Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Short Duration, and traders can use it to determine the average amount a Invesco Short'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 = 0.0836
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| Negative Returns | SDPSX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Invesco Short is performing at about 6% 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 Short by adding it to a well-diversified portfolio.
Invesco Short Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Short, and Invesco Short 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 | 656.22 M | ||||
About Invesco Short Performance
Evaluating Invesco Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Short 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 Short 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 the component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index and in derivatives and other instruments that have economic characteristics similar to such securities. The index is comprised of U.S. Treasury Inflation Protected Securities with at least 1 billion in outstanding face value and a remaining term to final maturity of at least 1 year and less than 5 years at the time of index rebalancing.Things to note about Invesco Short Duration performance evaluation
Checking the ongoing alerts about Invesco Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Invesco Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Short's mutual fund. These opinions can provide insight into Invesco Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Short 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 Short security.
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