Invesco Managed Volatility Manager Performance
| USMVXDelisted Fund | USD 10.79 0.00 0.00% |
The fund retains a Market Volatility (i.e., Beta) of -0.34, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Invesco Managed are expected to decrease at a much lower rate. During the bear market, Invesco Managed is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Invesco Managed Volatility has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Managed 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 | 11.86 | |
| Fifty Two Week High | 14.95 | |
| Annual Report Expense Ratio | 0.15% |
Invesco |
Invesco Managed Relative Risk vs. Return Landscape
If you would invest 1,079 in Invesco Managed Volatility on October 12, 2024 and sell it today you would earn a total of 0.00 from holding Invesco Managed Volatility or generate 0.0% return on investment over 90 days. Invesco Managed Volatility 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 Managed Current Valuation
Overvalued
Today
Please note that Invesco Managed's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Invesco Managed Vola retains a regular Real Value of $10.03 per share. The prevalent price of the fund is $10.79. We determine the value of Invesco Managed Vola from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Invesco Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Managed's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.79 | Real 10.03 | Hype 10.79 | Naive 10.75 |
The intrinsic value of Invesco Managed's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Invesco Managed's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Invesco Managed Volatility helps investors to forecast how Invesco mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Invesco Managed more accurately as focusing exclusively on Invesco Managed's fundamentals will not take into account other important factors: Invesco Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Managed Volatility, and traders can use it to determine the average amount a Invesco Managed'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 Managed 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 Managed by adding Invesco Managed to a well-diversified portfolio.
Invesco Managed Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Managed, and Invesco Managed 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.
| Total Asset | 26.93 M | |||
About Invesco Managed Performance
Evaluating Invesco Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Managed 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 Managed 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 invests, under normal circumstances, at least 80 percent of its net assets in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. Invesco US is traded on NASDAQ Exchange in the United States.Things to note about Invesco Managed Vola performance evaluation
Checking the ongoing alerts about Invesco Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Managed Vola help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Managed Vola is not yet fully synchronised with the market data | |
| Invesco Managed Vola has a very high chance of going through financial distress in the upcoming years | |
| The fund keeps about 5.22% of its net assets in cash |
- Analyzing Invesco Managed'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 Managed's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Managed'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 Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Managed's mutual fund. These opinions can provide insight into Invesco Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map 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 real. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Consideration for investing in Invesco Mutual Fund
If you are still planning to invest in Invesco Managed Vola 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 Managed's history and understand the potential risks before investing.
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