Invesco Equally Weighted Sp Fund Manager Performance Evaluation
| VADFX Fund | USD 84.51 0.01 0.01% |
The fund retains a Market Volatility (i.e., Beta) of 0.81, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Equally-weighted's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Equally-weighted is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Equally Weighted Sp are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Invesco Equally-weighted may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.1800 |
Invesco |
Invesco Equally-weighted Relative Risk vs. Return Landscape
If you would invest 7,844 in Invesco Equally Weighted Sp on August 29, 2024 and sell it today you would earn a total of 607.00 from holding Invesco Equally Weighted Sp or generate 7.74% return on investment over 90 days. Invesco Equally Weighted Sp is currently producing 0.1207% returns and takes up 0.6856% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Invesco, and 98% 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
Fairly Valued
Today
Please note that Invesco Equally-weighted's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Equally-weighted retains a regular Real Value of $83.52 per share. The prevalent price of the fund is $84.51. 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 84.51 | Real 83.52 | Hype 84.51 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Equally-weighted's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Equally Weighted Sp, and traders can use it to determine the average amount a Invesco Equally-weighted'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 = 0.176
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Invesco Equally-weighted is performing at about 13% 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 Equally-weighted by adding it to a well-diversified portfolio.
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 | 17.83 X | ||||
| Price To Book | 2.22 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 6.09 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, or substantially all, of its assets in common stocks 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 measures the performance of equity securities of larger U.S. companies. The fund can invest in derivative instruments including futures contracts.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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