Invesco Variable Rate Etf Performance
| VRIG Etf | USD 25.10 0.02 0.08% |
The etf retains a Market Volatility (i.e., Beta) of -0.0013, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Variable are expected to decrease at a much lower rate. During the bear market, Invesco Variable is likely to outperform the market.
Risk-Adjusted Performance
47 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Variable Rate are ranked lower than 47 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, Invesco Variable is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | Fiduciary Alliance LLC Buys 10,923 Shares of Invesco Variable Rate Investment Grade ETF | 10/14/2024 |
| In Threey Sharp Ratio | 0.56 |
Invesco |
Invesco Variable Relative Risk vs. Return Landscape
If you would invest 2,473 in Invesco Variable Rate on August 28, 2024 and sell it today you would earn a total of 37.00 from holding Invesco Variable Rate or generate 1.5% return on investment over 90 days. Invesco Variable Rate is currently generating 0.0232% in daily expected returns and assumes 0.0384% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than Invesco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Invesco Variable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Variable's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Variable Rate, and traders can use it to determine the average amount a Invesco Variable'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 = 0.605
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Based on monthly moving average Invesco Variable is performing at about 47% 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 Variable by adding it to a well-diversified portfolio.
Invesco Variable Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Variable, and Invesco Variable 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 Etf performance.
| Total Asset | 593.22 M | |||
About Invesco Variable Performance
By analyzing Invesco Variable's fundamental ratios, stakeholders can gain valuable insights into Invesco Variable's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Variable 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 Variable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund invests at least 80 percent of its net assets in a portfolio of investment-grade, variable rate or floating rate debt securities. Variable Rate is traded on NASDAQ Exchange in the United States.| Invesco is showing solid risk-adjusted performance over 90 days | |
| The fund keeps about 7.37% of its net assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Variable Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of Invesco Variable Rate is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Variable's value that differs from its market value or its book value, called intrinsic value, which is Invesco Variable's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Variable's market value can be influenced by many factors that don't directly affect Invesco Variable's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Variable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Variable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Variable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.