Invesco Equally Weighted Sp Fund Manager Performance Evaluation
| VADAX Fund | USD 76.44 0.61 0.80% |
The fund retains a Market Volatility (i.e., Beta) of 0.89, which attests to possible diversification benefits within a given portfolio. Invesco Equally-weighted returns are very sensitive to returns on the market. As the market goes up or down, Invesco Equally-weighted is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Equally Weighted Sp are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Invesco Equally-weighted showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 19th of December 2025 | |
| Expense Ratio | 0.5300 |
Invesco |
Invesco Equally-weighted Relative Risk vs. Return Landscape
If you would invest 6,548 in Invesco Equally Weighted Sp on November 27, 2025 and sell it today you would earn a total of 1,096 from holding Invesco Equally Weighted Sp or generate 16.74% return on investment over 90 days. Invesco Equally Weighted Sp is currently producing 0.2679% returns and takes up 1.4303% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Invesco, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Equally-weighted Current Valuation
Undervalued
Today
Please note that Invesco Equally-weighted's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Invesco Equally-weighted retains a regular Real Value of $81.67 per share. The prevalent price of the fund is $76.44. We determine the value of Invesco Equally-weighted 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 Equally-weighted is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Equally-weighted'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 76.44 | Real 81.67 | Hype 76.44 | Naive 75.64 |
The intrinsic value of Invesco Equally-weighted'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 Equally-weighted'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 Equally Weighted Sp 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 Equally-weighted more accurately as focusing exclusively on Invesco Equally-weighted's fundamentals will not take into account other important factors: Invesco Equally-weighted 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 |
| 76.44 | 90 days | 76.44 | about 14.26 |
Based on a normal probability distribution, the odds of Invesco Equally-weighted to move above the current price in 90 days from now is about 14.26 (This Invesco Equally Weighted Sp probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Equally-weighted Price Density |
| Price |
Predictive Modules for Invesco Equally-weighted
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 Equally-weighted. 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 Equally-weighted Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Equally-weighted is not an exception. The market had few large corrections towards the Invesco Equally-weighted'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 Equally Weighted Sp, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Equally-weighted within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.21 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 4.65 | |
Ir | Information ratio | 0.14 |
Invesco Equally-weighted 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 Equally-weighted for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Equally-weighted can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 100.15% of its net assets in stocks |
Invesco Equally-weighted Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Equally-weighted, and Invesco Equally-weighted 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 | 18.41 X | ||||
| Price To Book | 2.33 X | ||||
| Price To Sales | 1.45 X | ||||
| Total Asset | 3.36 B | ||||
About Invesco Equally-weighted Performance
Evaluating Invesco Equally-weighted's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Equally-weighted 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 Equally-weighted 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, all, at least 80 percent of its net assets in common stocks of companies represented in the SP 500 Equal Weight Index, and in derivatives and other instruments that have economic characteristics similar to such securities. The index is an equal-weighted version of the SP 500 Index, which is comprised of common stocks of approximately 500 large-capitalization companies that generally represent the large-cap segment of the U.S.equity market.Things to note about Invesco Equally-weighted performance evaluation
Checking the ongoing alerts about Invesco Equally-weighted for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Equally-weighted help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 100.15% of its net assets in stocks |
- Analyzing Invesco Equally-weighted'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 Equally-weighted's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Equally-weighted'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 Equally-weighted's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Equally-weighted's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Equally-weighted's mutual fund. These opinions can provide insight into Invesco Equally-weighted's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Equally-weighted 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 Equally-weighted security.
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