Invesco Balanced-risk Financials
| ALLFX Fund | USD 8.33 0.04 0.48% |
Invesco |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Balanced-risk Fund Summary
Invesco Balanced-risk competes with Nuveen Nwq, Nuveen Nwq, T Rowe, T Rowe, and T Rowe. The funds investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments , including but not limited to futures, options, currency forward contracts and swap agreements.Specialization | Tactical Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00142R5393 |
| Business Address | AIM Investment Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Tactical Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Balanced-risk Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Balanced-risk's current stock value. Our valuation model uses many indicators to compare Invesco Balanced-risk value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Balanced-risk competition to find correlations between indicators driving Invesco Balanced-risk's intrinsic value. More Info.Invesco Balanced Risk Allocation is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 32.71 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Balanced-risk's earnings, one of the primary drivers of an investment's value.Invesco Balanced Risk Systematic Risk
Invesco Balanced-risk's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Balanced-risk volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Invesco Balanced Risk correlated with the market. If Beta is less than 0 Invesco Balanced-risk generally moves in the opposite direction as compared to the market. If Invesco Balanced-risk Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Balanced Risk is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Balanced-risk is generally in the same direction as the market. If Beta > 1 Invesco Balanced-risk moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Balanced-risk March 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Balanced-risk help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Balanced Risk Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Balanced Risk Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Balanced-risk's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5275 | |||
| Information Ratio | 0.0897 | |||
| Maximum Drawdown | 2.1 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 0.8464 |
Other Information on Investing in Invesco Mutual Fund
Invesco Balanced-risk 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 Balanced-risk security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |