Invesco Growth Allocation Fund Manager Performance Evaluation
| AAESX Fund | USD 15.20 0.10 0.66% |
The fund retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Growth is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco Growth Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5900 |
Invesco |
Invesco Growth Relative Risk vs. Return Landscape
If you would invest 1,595 in Invesco Growth Allocation on September 23, 2024 and sell it today you would lose (75.00) from holding Invesco Growth Allocation or give up 4.7% of portfolio value over 90 days. Invesco Growth Allocation is currently producing negative expected returns and takes up 0.8878% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Invesco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Growth Current Valuation
Fairly Valued
Today
Please note that Invesco Growth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Growth Allocation retains a regular Real Value of $15.36 per share. The prevalent price of the fund is $15.2. We determine the value of Invesco Growth Allocation 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Growth'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 15.2 | Real 15.36 | Hype 15.2 |
The intrinsic value of Invesco Growth'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 Growth'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 Growth Allocation 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 Growth more accurately as focusing exclusively on Invesco Growth's fundamentals will not take into account other important factors: Invesco Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Growth Allocation, and traders can use it to determine the average amount a Invesco Growth'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 = -0.079
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AAESX |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Growth is not performing at its full potential. However, 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 Growth by adding Invesco Growth to a well-diversified portfolio.
Invesco Growth Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Growth, and Invesco Growth 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.
| Total Asset | 882.44 M | ||||
About Invesco Growth Performance
Evaluating Invesco Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Growth 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 Growth 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 is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 70-85 percent of its total assets in underlying funds that invest primarily in equity securities, approximately 5-30 percent of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5-20 percent of its total assets in alternative asset classes.Things to note about Invesco Growth Allocation performance evaluation
Checking the ongoing alerts about Invesco Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Growth Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Growth generated a negative expected return over the last 90 days |
- Analyzing Invesco Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Growth's mutual fund. These opinions can provide insight into Invesco Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Growth 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 Growth security.
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