Invesco Value Opportunities Fund Manager Performance Evaluation
| VVONX Fund | USD 21.52 0.32 1.47% |
The fund retains a Market Volatility (i.e., Beta) of 1.02, which attests to a somewhat significant risk relative to the market. Invesco Value returns are very sensitive to returns on the market. As the market goes up or down, Invesco Value is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco Value Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Invesco Value Relative Risk vs. Return Landscape
If you would invest 2,196 in Invesco Value Opportunities on December 27, 2024 and sell it today you would lose (44.00) from holding Invesco Value Opportunities or give up 2.0% of portfolio value over 90 days. Invesco Value Opportunities is currently producing negative expected returns and takes up 1.4241% volatility of returns over 90 trading days. Put another way, 12% 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 Value Current Valuation
Fairly Valued
Today
Please note that Invesco Value's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Invesco Value Opport retains a regular Real Value of $21.64 per share. The prevalent price of the fund is $21.52. We determine the value of Invesco Value Opport 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 Value is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Value'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 21.52 | Real 21.64 | Hype 21.52 | Naive 22.34 |
The intrinsic value of Invesco Value'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 Value'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 Value Opportunities 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 Value more accurately as focusing exclusively on Invesco Value's fundamentals will not take into account other important factors: Invesco Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Value's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Value Opportunities, and traders can use it to determine the average amount a Invesco Value'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 = -0.0166
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VVONX |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Value 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 Value by adding Invesco Value to a well-diversified portfolio.
Invesco Value Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Value, and Invesco Value 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 | 14.16 X | ||||
| Price To Book | 1.58 X | ||||
| Price To Sales | 0.83 X | ||||
| Total Asset | 905.42 M | ||||
About Invesco Value Performance
Evaluating Invesco Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Value 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 Value 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 investment seeks total return through growth of capital and current income. Invesco Value is traded on NASDAQ Exchange in the United States.Things to note about Invesco Value Opport performance evaluation
Checking the ongoing alerts about Invesco Value for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Value Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Value Opport generated a negative expected return over the last 90 days | |
| The fund keeps 96.36% of its net assets in stocks |
- Analyzing Invesco Value'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 Value's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Value'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 Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Value's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Value's mutual fund. These opinions can provide insight into Invesco Value's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Value financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Value security.
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