Invesco High Income Fund Manager Performance Evaluation
| IHTA Fund | USD 7.54 0.01 0.13% |
The fund retains a Market Volatility (i.e., Beta) of 0.0244, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco High's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco High is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco High Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat strong basic indicators, Invesco High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Invesco Advisers, Inc. Announces Liquidation Details for Invesco High Income 2024 Target Term Fund - PR Newswire | 10/21/2024 |
| Expense Ratio | 2.2200 |
Invesco |
Invesco High Relative Risk vs. Return Landscape
If you would invest 728.00 in Invesco High Income on September 1, 2024 and sell it today you would earn a total of 26.00 from holding Invesco High Income or generate 3.57% return on investment over 90 days. Invesco High Income is currently generating 0.0564% in daily expected returns and assumes 0.3643% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of funds 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 |
| Risk |
Invesco High Current Valuation
Fairly Valued
Today
Please note that Invesco High's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco High Income retains a regular Real Value of $7.51 per share. The prevalent price of the fund is $7.54. We determine the value of Invesco High Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Invesco High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Fund. However, Invesco High'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 7.54 | Real 7.51 | Hype 7.54 | Naive 7.54 |
The real value of Invesco Fund, also known as its intrinsic value, is the underlying worth of Invesco High Income Fund, which is reflected in its stock price. It is based on Invesco High's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Invesco High'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, or news.
Estimating the potential upside or downside of Invesco High Income helps investors to forecast how Invesco 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 High more accurately as focusing exclusively on Invesco High's fundamentals will not take into account other important factors: Invesco High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco High's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco High Income, and traders can use it to determine the average amount a Invesco High'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 = 0.1547
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Estimated Market Risk
| 0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Invesco High is performing at about 12% 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 High by adding it to a well-diversified portfolio.
Invesco High Fundamentals Growth
Invesco Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco High, and Invesco High 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 Fund performance.
| Shares Outstanding | 8.78 M | ||||
| Price To Earning | 24.68 X | ||||
| Earnings Per Share | 0.31 X | ||||
About Invesco High Performance
By analyzing Invesco High's fundamental ratios, stakeholders can gain valuable insights into Invesco High's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco High 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 High has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Invesco High is entity of United States. It is traded as Fund on NYSE exchange.Things to note about Invesco High Income performance evaluation
Checking the ongoing alerts about Invesco High for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco High Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco High Income created five year return of -1.0% |
- Analyzing Invesco High'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 High's stock is overvalued or undervalued compared to its peers.
- Examining Invesco High'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 High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco High's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco High's fund. These opinions can provide insight into Invesco High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Fund
Invesco High financial ratios help investors to determine whether Invesco 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 High security.
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