Invesco Bond Fund Manager Performance Evaluation
| XVBFX Fund | USD 15.85 0.06 0.38% |
The fund retains a Market Volatility (i.e., Beta) of -0.0365, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Bond are expected to decrease at a much lower rate. During the bear market, Invesco Bond is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Invesco Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Invesco Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5400 |
Invesco |
Invesco Bond Relative Risk vs. Return Landscape
If you would invest 1,639 in Invesco Bond on January 31, 2024 and sell it today you would lose (54.00) from holding Invesco Bond or give up 3.29% of portfolio value over 90 days. Invesco Bond is currently producing negative expected returns and takes up 0.4003% volatility of returns over 90 trading days. Put another way, 3% 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 Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Bond, and traders can use it to determine the average amount a Invesco Bond'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 = -0.1308
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XVBFX |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Bond 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 Bond by adding Invesco Bond to a well-diversified portfolio.
Invesco Bond Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Bond, and Invesco Bond 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.
About Invesco Bond Performance
To evaluate Invesco Bond Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Bond generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Bond market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Invesco Bond is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Invesco Bond performance evaluation
Checking the ongoing alerts about Invesco Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Bond generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: ETF vs. Index Fund The Difference and Which to Use - MSN |
- Analyzing Invesco Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Bond's mutual fund. These opinions can provide insight into Invesco Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Invesco Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Invesco Bond information on this page should be used as a complementary analysis to other Invesco Bond's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Please note, there is a significant difference between Invesco Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Bond is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Bond'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.