Invesco American Value Manager Performance
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 American are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
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Over the last 90 days Invesco American Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Invesco American is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 23.74 | |
| Fifty Two Week High | 34.13 |
Invesco |
Invesco American Relative Risk vs. Return Landscape
If you would invest (100.00) in Invesco American Value on December 25, 2024 and sell it today you would earn a total of 100.00 from holding Invesco American Value or generate -100.0% return on investment over 90 days. Invesco American Value is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco American Value, and traders can use it to determine the average amount a Invesco American'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 = 0.0
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Based on monthly moving average Invesco American 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 American by adding Invesco American to a well-diversified portfolio.
Invesco American Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco American, and Invesco American 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 | 16.49 X | |||
| Price To Book | 1.71 X | |||
| Price To Sales | 1.05 X | |||
| Total Asset | 1.64 B | |||
Things to note about Invesco American Value performance evaluation
Checking the ongoing alerts about Invesco American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco American Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco American is not yet fully synchronised with the market data | |
| Invesco American has some characteristics of a very speculative penny stock | |
| Invesco American has a very high chance of going through financial distress in the upcoming years | |
| Invesco American Value generated five year return of -2.0% | |
| This fund maintains 96.17% of its assets in stocks |
- Analyzing Invesco American'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 American's stock is overvalued or undervalued compared to its peers.
- Examining Invesco American'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 American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco American's mutual fund. These opinions can provide insight into Invesco American's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Other Consideration for investing in Invesco Mutual Fund
If you are still planning to invest in Invesco American Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco American's history and understand the potential risks before investing.
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