Invesco American Franchise Fund Manager Performance Evaluation
| VAFFX Fund | USD 33.15 0.28 0.85% |
The fund retains a Market Volatility (i.e., Beta) of 0.98, which attests to possible diversification benefits within a given portfolio. Invesco American returns are very sensitive to returns on the market. As the market goes up or down, Invesco American is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco American Franchise are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Invesco American may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.6400 |
INVESCO |
Invesco American Relative Risk vs. Return Landscape
If you would invest 2,961 in Invesco American Franchise on August 29, 2024 and sell it today you would earn a total of 354.00 from holding Invesco American Franchise or generate 11.96% return on investment over 90 days. Invesco American Franchise is currently producing 0.1858% returns and takes up 1.1342% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than INVESCO, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco American Current Valuation
Fairly Valued
Today
Please note that Invesco American's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco American Fra retains a regular Real Value of $32.52 per share. The prevalent price of the fund is $33.15. We determine the value of Invesco American Fra 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 American is currently traded on the exchange, buyers and sellers on that exchange determine the market value of INVESCO Mutual Fund. However, Invesco American'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 33.15 | Real 32.52 | Hype 33.15 |
The intrinsic value of Invesco American'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 American'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 American Franchise 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 American more accurately as focusing exclusively on Invesco American's fundamentals will not take into account other important factors: Invesco American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco American Franchise, and traders can use it to determine the average amount a Invesco American'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 = 0.1638
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VAFFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Invesco American is performing at about 12% 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 American by adding it to a well-diversified portfolio.
Invesco American Fundamentals Growth
INVESCO Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco American, and Invesco American 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 | 24.58 X | ||||
| Price To Book | 3.75 X | ||||
| Price To Sales | 2.51 X | ||||
| Total Asset | 16.79 B | ||||
About Invesco American Performance
Evaluating Invesco American's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco American 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 American 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 securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in securities that are considered by the funds portfolio managers to have potential for earnings or revenue growth. The fund may invest up to 20 percent of its net assets in securities of foreign issuers. It is non-diversified.Things to note about Invesco American Fra performance evaluation
Checking the ongoing alerts about Invesco American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco American Fra 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 99.92% of its net assets in stocks |
- Analyzing Invesco American'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 American's stock is overvalued or undervalued compared to its peers.
- Examining Invesco American'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 American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco American's mutual fund. These opinions can provide insight into Invesco American's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in INVESCO Mutual Fund
Invesco American 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 American security.
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