Invesco Global E Fund Manager Performance Evaluation
| AWSRX Fund | USD 15.64 0.08 0.51% |
The fund retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco Global E has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 1.5100 |
Invesco |
Invesco Global Relative Risk vs. Return Landscape
If you would invest 1,704 in Invesco Global E on September 26, 2024 and sell it today you would lose (140.00) from holding Invesco Global E or give up 8.22% of portfolio value over 90 days. Invesco Global E is currently producing negative expected returns and takes up 1.0911% volatility of returns over 90 trading days. Put another way, 9% 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 Global Current Valuation
Fairly Valued
Today
Please note that Invesco Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Global E retains a regular Real Value of $15.81 per share. The prevalent price of the fund is $15.64. We determine the value of Invesco Global E 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Global'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 15.64 | Real 15.81 | Hype 15.64 |
The intrinsic value of Invesco Global'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 Global'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 Global E 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 Global more accurately as focusing exclusively on Invesco Global's fundamentals will not take into account other important factors: Invesco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Global E, and traders can use it to determine the average amount a Invesco Global'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 = -0.1191
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AWSRX |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Global 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 Global by adding Invesco Global to a well-diversified portfolio.
Invesco Global Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Global, and Invesco Global 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 | 8.55 X | ||||
| Price To Book | 2.27 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 793.23 M | ||||
About Invesco Global Performance
Evaluating Invesco Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Global 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 Global 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.
Under normal circumstances, the fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S. Under normal circumstances, the fund will invest a percentage of its net assets in investments that are economically tied to countries other than the U.S. in an amount equal to at least the lesser of 40, unless market conditions are not deemed favorable, in which case, at least 30, or the percentage of foreign issuers represented in the MSCI World Index minus 10.Things to note about Invesco Global E performance evaluation
Checking the ongoing alerts about Invesco Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Global E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Global E generated a negative expected return over the last 90 days | |
| The fund holds 95.39% of its assets under management (AUM) in equities |
- Analyzing Invesco Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Global's mutual fund. These opinions can provide insight into Invesco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Global 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 Global security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |