Invesco Fundamental High Etf Performance
| PFH-F Etf | CAD 17.92 0.06 0.34% |
The etf retains a Market Volatility (i.e., Beta) of 0.17, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Fundamental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Fundamental is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Fundamental High are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Invesco Fundamental is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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Invesco Fundamental Relative Risk vs. Return Landscape
If you would invest 1,781 in Invesco Fundamental High on November 20, 2024 and sell it today you would earn a total of 11.00 from holding Invesco Fundamental High or generate 0.62% return on investment over 90 days. Invesco Fundamental High is generating 0.0113% of daily returns and assumes 0.5035% volatility on return distribution over the 90 days horizon. Simply put, 4% of etfs 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 |
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Invesco Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Fundamental High, and traders can use it to determine the average amount a Invesco Fundamental'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 = 0.0225
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| Negative Returns | PFH-F |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Invesco Fundamental is performing at about 1% 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 Fundamental by adding it to a well-diversified portfolio.
Invesco Fundamental Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Fundamental, and Invesco Fundamental 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 | 81.55 M | |||
About Invesco Fundamental Performance
Assessing Invesco Fundamental's fundamental ratios provides investors with valuable insights into Invesco Fundamental's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco Fundamental is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The ETF seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the RAFI Bonds US High Yield 1-10 CAD Hedged Index, or any successor thereto. INVESCO HY is traded on Toronto Stock Exchange in Canada.| The fund maintains about 48.94% of its assets in bonds |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Fundamental High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.