Invesco Euro (Germany) Manager Performance Evaluation
| IUGZ Fund | EUR 18.80 0.02 0.11% |
The fund retains a Market Volatility (i.e., Beta) of -0.0994, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Euro are expected to decrease at a much lower rate. During the bear market, Invesco Euro is likely to outperform the market.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Euro Corporate are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather sound technical and fundamental indicators, Invesco Euro is not utilizing all of its potentials. The new stock price tumult, may contribute to shorter-term losses for the shareholders.
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Invesco Euro Relative Risk vs. Return Landscape
If you would invest 1,866 in Invesco Euro Corporate on October 6, 2024 and sell it today you would earn a total of 12.00 from holding Invesco Euro Corporate or generate 0.64% return on investment over 90 days. Invesco Euro Corporate is generating 0.0113% of daily returns and assumes 0.2242% volatility on return distribution over the 90 days horizon. Simply put, 1% 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 Euro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Euro's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Invesco Euro Corporate, and traders can use it to determine the average amount a Invesco Euro'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 = 0.0504
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| Negative Returns | IUGZ |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Invesco Euro is performing at about 3% 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 Euro by adding it to a well-diversified portfolio.
About Invesco Euro Performance
By analyzing Invesco Euro's fundamental ratios, stakeholders can gain valuable insights into Invesco Euro's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Euro 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 Euro 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 Euro Corporate performance evaluation
Checking the ongoing alerts about Invesco Euro for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Invesco Euro Corporate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Invesco Euro's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Invesco Euro's fund performance include:- Analyzing Invesco Euro'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 Euro's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Euro'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 Euro's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Euro's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Euro's fund. These opinions can provide insight into Invesco Euro's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Fund
Invesco Euro 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 Euro security.
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