Invesco Sp Smallcap Etf Performance
| XSMO Etf | USD 61.94 0.35 0.56% |
The etf retains a Market Volatility (i.e., Beta) of 1.06, which attests to a somewhat significant risk relative to the market. Invesco SP returns are very sensitive to returns on the market. As the market goes up or down, Invesco SP is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco SP SmallCap has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unfluctuating performance, the Etf's primary indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the ETF investors. ...more
1 | Where are the Opportunities in - Stock Traders Daily | 01/08/2025 |
2 | Focus Financial Network Inc. Sells 1,194 Shares of Invesco SP SmallCap Momentum ETF | 02/11/2025 |
3 | Should Invesco SP SmallCap Momentum ETF Be on Your Investing Radar - MSN | 02/28/2025 |
4 | Sequoia Financial Advisors LLC Purchases Shares of 92,709 Invesco SP SmallCap Momentum ETF | 03/14/2025 |
| In Threey Sharp Ratio | 0.31 |
Invesco |
Invesco SP Relative Risk vs. Return Landscape
If you would invest 6,624 in Invesco SP SmallCap on December 23, 2024 and sell it today you would lose (430.00) from holding Invesco SP SmallCap or give up 6.49% of portfolio value over 90 days. Invesco SP SmallCap is currently does not generate positive expected returns and assumes 1.1834% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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 |
| Risk |
Invesco SP Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco SP's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco SP SmallCap, and traders can use it to determine the average amount a Invesco SP'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 = -0.0871
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XSMO |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco SP 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 SP by adding Invesco SP to a well-diversified portfolio.
Invesco SP Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco SP, and Invesco SP 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.
| Price To Earning | 3.92 X | |||
| Total Asset | 140.24 M | |||
About Invesco SP Performance
By examining Invesco SP's fundamental ratios, stakeholders can obtain critical insights into Invesco SP's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Invesco SP is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Invesco SP is traded on NYSEARCA Exchange in the United States.| Invesco SP SmallCap generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Sequoia Financial Advisors LLC Purchases Shares of 92,709 Invesco SP SmallCap Momentum ETF | |
| The fund keeps 99.91% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Invesco SP SmallCap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Invesco SP SmallCap 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 SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP'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 SP's market value can be influenced by many factors that don't directly affect Invesco SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP'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.