Invesco Short Competition

Mutual Funds . USA . 
Fund . Invesco Short Term
STBRX Fund  USD 8.09  0.01  0.12%   
Invesco Short Term competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High; as well as few others. The fund is listed under Short-Term Bond category and is part of Invesco family. Analyzing Invesco Short competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Short to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Short Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Short competition on your existing holdings.
  
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7.978.098.21
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Valuation
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7.978.098.21
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Invesco Short Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Short and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Short Term does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
OSMCX
+ 1.0
OSMAX
VMINX
+ 0.99
VMICX
HYINX
+ 0.98
HYIFX
HYIFX
+ 0.96
AMHYX
HYINX
+ 0.96
AMHYX
VMIIX
+ 0.89
VMICX
  
High negative correlations   
HYINX
- 0.5
OSMCX
HYINX
- 0.5
OSMAX
HYIFX
- 0.49
OSMCX
HYIFX
- 0.49
OSMAX
OSMCX
- 0.49
AMHYX
OSMAX
- 0.48
AMHYX

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Short Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Short's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VMICX  0.17 (0.03) 0.00 (0.23) 0.00 
 0.00 
 0.33 
(0.42)
 1.59 
VMINX  0.16 (0.02) 0.00 (0.22) 0.00 
 0.00 
 0.41 
(0.41)
 1.58 
VMIIX  0.18 (0.01) 0.00  0.16  0.00 
 0.00 
 0.33 
(0.41)
 1.58 
OARDX  0.58 (0.15) 0.00 (0.10) 0.00 
 0.00 
 0.84 
(0.84)
 12.98 
AMHYX  0.12  0.01 (0.22) 0.48  0.00 
(0.30)
 0.28 
(0.28)
 0.84 
OSICX  0.21 (0.04) 0.00 (0.33) 0.00 
 0.00 
 0.63 
(0.64)
 1.58 
OSMAX  0.73 (0.30) 0.00 (0.44) 0.00 
 0.00 
 0.98 
(1.21)
 12.61 
OSMCX  0.74 (0.32) 0.00 (0.45) 0.00 
 0.00 
 0.98 
(1.21)
 13.19 
HYIFX  0.12  0.01 (0.22) 0.23  0.00 
(0.30)
 0.28 
(0.28)
 0.84 
HYINX  0.11  0.01 (0.22) 0.29  0.00 
(0.30)
 0.28 
(0.28)
 0.84 
All Fundamental Data

Invesco Short Competitive Analysis

The better you understand Invesco Short competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Short's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Short's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
STBRX VMICX VMINX VMIIX OARDX AMHYX OSICX OSMAX OSMCX HYIFX
 0.12 
 8.09 
Invesco
 0.42 
 11.99 
Invesco
 0.41 
 12.05 
Invesco
 0.08 
 12.04 
Invesco
 0.04 
 25.20 
Oppenheimer
 0.28 
 3.58 
Invesco
 0.32 
 3.10 
Oppenheimer
 0.40 
 37.76 
Oppenheimer
 0.37 
 31.92 
Oppenheimer
 0.28 
 3.58 
Invesco
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Weak
Very Weak
Very Weak
Very Weak
Very Weak
Insignificant
Very Weak
Very Weak
Very Weak
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Under Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Cautious Hold
Cautious Hold
Strong Sell
Strong Hold
Strong Sell
Cautious Hold
Strong Hold
Strong Hold
Strong Sell
Net Asset
1.37 B
3.26 B
3.26 B
2.83 B
2.88 B
1.04 B
1.67 B
4.74 B
4.74 B
1.22 B
Minimum Initial Investment
N/A
N/A
N/A
1 K
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
2.88
N/A
1.0
2.87
2.86
N/A
Five Year Return
1.49
0.25
1.09
1.45
13.08
3.17
-0.62
1.91
1.21
3.63
One Year Return
6.22
4.2
5.16
6.43
23.89
10.67
4.79
6.0
5.2
11.08
Last Dividend Paid
0.01
0.03
0.04
0.04
0.03
0.02
0.01
N/A
N/A
0.02
Price To Earning
N/A
N/A
N/A
N/A
18.77
14.68
16.95
2.1
1.86
14.55
Price To Sales
N/A
N/A
N/A
N/A
2.13
N/A
0.75
1.46
1.45
N/A
Cash Position Weight
2.04
6.37
6.37
N/A
0.63
3.41
37.75
1.28
1.28
3.41
Equity Positions Weight
N/A
N/A
N/A
N/A
99.37
0.39
0.56
97.97
97.97
0.39
Three Year Return
1.64
-1.76
-0.92
-0.44
9.02
2.61
-0.58
-7.86
-7.89
3.09
Annual Yield
0.002
0.004
0.0037
0.0021
0.0074
0.0669
0.0471
0.0085
N/A
0.0705
Year To Date Return
5.02
2.57
3.4
4.52
22.82
8.28
3.18
0.75
0.11
8.97
Bond Positions Weight
15.06
1.67
1.67
99.99
N/A
8.59
-7.79
N/A
N/A
8.59
Ten Year Return
1.64
3.23
4.08
4.27
10.05
4.98
2.63
13.73
12.86
5.33
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
8.09
11.99
12.05
12.04
25.2
3.58
3.1
37.76
31.92
3.58
Period Momentum Indicator
(0.01)
(0.05)
(0.05)
0.01
0.01
(0.01)
(0.01)
(0.15)
(0.12)
(0.01)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
8.09
11.99
12.05
12.04
25.2
3.58
3.1
37.76
31.92
3.58
Price Action Indicator
(0.01)
(0.03)
(0.03)
0.005
0.005
(0.01)
(0.01)
(0.07)
(0.06)
(0.01)
Coefficient Of Variation
3260.04
(2,765)
(4,548)
(4,704)
(1,878)
835.05
(1,345)
(582.68)
(580.92)
835.23
Mean Deviation
0.0843
0.1739
0.1595
0.1769
0.5767
0.1185
0.2096
0.7308
0.7408
0.1185
Total Risk Alpha
(0.02)
(0.05)
(0.04)
(0.04)
(0.24)
(0.01)
(0.07)
(0.41)
(0.43)
(0.01)
Jensen Alpha
N/A
(0.03)
(0.02)
(0.01)
(0.15)
0.0097
(0.04)
(0.30)
(0.32)
0.0078
Sortino Ratio
(0.54)
N/A
N/A
N/A
N/A
(0.22)
N/A
N/A
N/A
(0.22)
Downside Variance
0.0229
N/A
N/A
N/A
N/A
0.0867
N/A
N/A
N/A
0.0867
Standard Deviation
0.1248
0.2688
0.2691
0.2775
1.46
0.1793
0.3193
1.46
1.52
0.1793
Kurtosis
3.36
4.75
6.06
5.09
48.48
0.5432
1.69
35.17
37.26
0.5424
Potential Upside
0.1244
0.33
0.4125
0.3344
0.8385
0.2817
0.6309
0.9818
0.981
0.2817
Maximum Drawdown
0.6196
1.59
1.58
1.58
12.98
0.8427
1.58
12.61
13.19
0.8427
Treynor Ratio
N/A
(0.23)
(0.22)
0.1565
(0.10)
0.48
(0.33)
(0.44)
(0.45)
0.2341
Variance
0.0156
0.0722
0.0724
0.077
2.12
0.0321
0.1019
2.12
2.3
0.0322
Market Risk Adjusted Performance
N/A
(0.22)
(0.21)
0.1665
(0.09)
0.49
(0.32)
(0.43)
(0.44)
0.2441
Risk Adjusted Performance
(0.03)
(0.04)
(0.03)
(0.03)
(0.03)
0.0562
(0.07)
(0.12)
(0.12)
0.0562
Skewness
0.6921
(1.08)
(1.33)
(1.26)
(6.43)
0.307
0.1835
(5.01)
(5.24)
0.3067
Semi Deviation
0.0699
N/A
N/A
N/A
N/A
0.0
N/A
N/A
N/A
0.0
Information Ratio
(0.65)
(0.35)
(0.34)
(0.33)
(0.11)
(0.36)
(0.34)
(0.23)
(0.23)
(0.36)
Value At Risk
(0.12)
(0.42)
(0.41)
(0.41)
(0.84)
(0.28)
(0.64)
(1.21)
(1.21)
(0.28)
Expected Short fall
(0.16)
N/A
N/A
N/A
N/A
(0.30)
N/A
N/A
N/A
(0.30)
Downside Deviation
0.1515
N/A
N/A
N/A
N/A
0.2944
N/A
N/A
N/A
0.2945
Semi Variance
0.0049
N/A
N/A
N/A
N/A
(0.01)
N/A
N/A
N/A
(0.01)

Invesco Short Competition Performance Charts

Five steps to successful analysis of Invesco Short Competition

Invesco Short's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Short Term in relation to its competition. Invesco Short's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco Short in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Short's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Short Term, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Short position

In addition to having Invesco Short in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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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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