Invesco Preferred Etf Performance
| PGX Etf | USD 11.55 0.01 0.09% |
The etf retains a Market Volatility (i.e., Beta) of 0.3, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Preferred 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 Preferred ETF are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical and fundamental indicators, Invesco Preferred is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Trading Report - Stock Traders Daily | 01/02/2025 |
2 | Trend Tracker for - Stock Traders Daily | 02/25/2025 |
3 | Invesco Preferred ETF Shares Sold by Duncker Streett Co. Inc. | 03/03/2025 |
4 | Commonwealth Equity Services LLC Boosts Stake in Invesco Preferred ETF | 03/18/2025 |
| In Threey Sharp Ratio | -0.16 |
Invesco |
Invesco Preferred Relative Risk vs. Return Landscape
If you would invest 1,141 in Invesco Preferred ETF on December 23, 2024 and sell it today you would earn a total of 14.00 from holding Invesco Preferred ETF or generate 1.23% return on investment over 90 days. Invesco Preferred ETF is generating 0.022% of daily returns assuming volatility of 0.6461% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than Invesco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Preferred's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Preferred ETF, and traders can use it to determine the average amount a Invesco Preferred'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 = 0.0341
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PGX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Invesco Preferred is performing at about 2% 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 Preferred by adding it to a well-diversified portfolio.
Invesco Preferred Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Preferred, and Invesco Preferred 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 | 5.12 B | |||
About Invesco Preferred Performance
Evaluating Invesco Preferred's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Preferred 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 Preferred has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally will invest at least 80 percent of its total assets in the components of the index. Invesco Preferred is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Commonwealth Equity Services LLC Boosts Stake in Invesco Preferred ETF | |
| The fund 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 Preferred ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Invesco Preferred ETF 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 Preferred's value that differs from its market value or its book value, called intrinsic value, which is Invesco Preferred'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 Preferred's market value can be influenced by many factors that don't directly affect Invesco Preferred'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 Preferred's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Preferred is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Preferred'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.