Invesco Mutual Fund Manager Performance Evaluation

The fund retains a Market Volatility (i.e., Beta) of 0.0619, which attests to not very significant fluctuations relative to the market. Let's try to break down what Invesco's beta means in this case. As returns on the market increase, Invesco Oppenheimer returns are expected to increase less than the market. However, during the bear market, the loss on holding Invesco Oppenheimer will be expected to be smaller as well. Although it is important to respect Invesco Oppenheimer current price history, it is better to be realistic regarding the information on the equity's current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Invesco Oppenheimer technical indicators, you can presently evaluate if the expected return of 0.0591% will be sustainable into the future.
  
Invesco Performance
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Over the last 90 days Invesco Oppenheimer Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Oppenheimer 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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Fifty Two Week Low11.94
Fifty Two Week High17.03

Invesco Oppenheimer Relative Risk vs. Return Landscape

If you would invest  1,278  in Invesco Oppenheimer Portfolio on May 21, 2022 and sell it today you would earn a total of  43.00  from holding Invesco Oppenheimer Portfolio or generate 3.36% return on investment over 90 days. Invesco Oppenheimer Portfolio is currently producing 0.0591% returns and takes up 1.0712% volatility of returns over 90 trading days. Put another way, 9% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Invesco Oppenheimer is expected to generate 1.63 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Invesco Oppenheimer Current Valuation

Undervalued
Today 13.21
Please note that Invesco Oppenheimer's price fluctuation is moderately volatile at this time.
Invesco Oppenheimer retains a regular Real Value of $1.58 per share. The prevalent price of the fund is $13.21. At this time, the entity appears to be undervalued. We determine the value of Invesco Oppenheimer 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.
Our valuation method for Invesco Oppenheimer Portfolio is useful when determining the fair value of the Invesco mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Invesco Oppenheimer. Since Invesco Oppenheimer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Oppenheimer'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.
1.58
Real Value
2.65
Upside
Estimating the potential upside or downside of Invesco Oppenheimer Portfolio 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 Oppenheimer more accurately as focusing exclusively on Invesco Oppenheimer's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.4012.9213.44
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Hype
Prediction
LowEstimated ValueHigh
0.000.001.07
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.680.720.77
Details

Invesco Oppenheimer Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Oppenheimer's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Oppenheimer Portfolio, and traders can use it to determine the average amount a Invesco Oppenheimer'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 = 0.0551

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Estimated Market Risk
 1.07
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.06
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 4 %
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44
Based on monthly moving average Invesco Oppenheimer is performing at about 4% 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 Oppenheimer by adding it to a well-diversified portfolio.

About Invesco Oppenheimer Performance

To evaluate Invesco Oppenheimer 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 Oppenheimer 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 Oppenheimer 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.
The fund is a special type of mutual fund known as a fund of funds because it invests primarily in open-end funds , closed-end funds, and exchange-traded funds managed by Invesco andor its affiliates in order to obtain exposure to various asset classes, investment strategies and types of securities. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.

Things to note about Invesco Oppenheimer

Checking the ongoing alerts about Invesco Oppenheimer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Oppenheimer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Invesco Oppenheimer Alerts

Equity Alerts and Improvement Suggestions

Invesco Oppenheimer is unlikely to experience financial distress in the next 2 years
Please check Your Equity Center. Note that the Invesco Oppenheimer information on this page should be used as a complementary analysis to other Invesco Oppenheimer'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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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Please note, there is a significant difference between Invesco Oppenheimer's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Oppenheimer value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Oppenheimer'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.