Invesco Optimum Yield Etf Performance
| PDBC Etf | USD 13.42 0.08 0.59% |
The etf retains a Market Volatility (i.e., Beta) of -0.0482, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Optimum are expected to decrease at a much lower rate. During the bear market, Invesco Optimum is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Optimum Yield are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental drivers, Invesco Optimum is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| In Threey Sharp Ratio | -0.22 |
Invesco |
Invesco Optimum Relative Risk vs. Return Landscape
If you would invest 1,280 in Invesco Optimum Yield on December 24, 2024 and sell it today you would earn a total of 62.00 from holding Invesco Optimum Yield or generate 4.84% return on investment over 90 days. Invesco Optimum Yield is currently generating 0.0815% in daily expected returns and assumes 0.7272% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs 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 |
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Invesco Optimum Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Optimum's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Optimum Yield, and traders can use it to determine the average amount a Invesco Optimum'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 = 0.112
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Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Invesco Optimum is performing at about 8% 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 Optimum by adding it to a well-diversified portfolio.
Invesco Optimum Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Optimum, and Invesco Optimum 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 Etf performance.
| Total Asset | 7.35 B | |||
About Invesco Optimum Performance
By analyzing Invesco Optimum's fundamental ratios, stakeholders can gain valuable insights into Invesco Optimum's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco Optimum 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 Optimum has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by investing in a combination of financial instruments that are economically linked to the worlds most heavily traded commodities. Optimum Yield is traded on NASDAQ Exchange in the United States.| The fund created three year return of -3.0% | |
| Invesco Optimum Yield maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Optimum Yield. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of Invesco Optimum Yield is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Optimum's value that differs from its market value or its book value, called intrinsic value, which is Invesco Optimum's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Optimum's market value can be influenced by many factors that don't directly affect Invesco Optimum's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Optimum's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Optimum is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Optimum's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.