Invesco Pan (Germany) Manager Performance Evaluation
| IUGA Fund | EUR 25.79 0.08 0.31% |
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Invesco Pan are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Invesco Pan European has generated negative risk-adjusted returns adding no value to fund investors. In spite of rather sound technical and fundamental indicators, Invesco Pan is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders.
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Invesco Pan Relative Risk vs. Return Landscape
If you would invest 2,698 in Invesco Pan European on October 6, 2024 and sell it today you would lose (119.00) from holding Invesco Pan European or give up 4.41% of portfolio value over 90 days. Invesco Pan European is generating negative expected returns and assumes 0.7077% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than Invesco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Invesco Pan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Pan's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco Pan European, and traders can use it to determine the average amount a Invesco Pan'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 = -0.1103
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | IUGA |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Pan 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 Pan by adding Invesco Pan to a well-diversified portfolio.
About Invesco Pan Performance
By analyzing Invesco Pan's fundamental ratios, stakeholders can gain valuable insights into Invesco Pan's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Pan 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 Pan has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Invesco Pan European performance evaluation
Checking the ongoing alerts about Invesco Pan for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco Pan European help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Pan European generated a negative expected return over the last 90 days |
- Analyzing Invesco Pan'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 Pan's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Pan'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 Pan's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Pan's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Pan's fund. These opinions can provide insight into Invesco Pan's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Fund
Invesco Pan 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 Pan security.
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