Invesco Mutual Fund Manager Performance Evaluation

PKRAX
 Fund
  

USD 11.55  0.01  0.09%   

The fund retains a Market Volatility (i.e., Beta) of -0.0043, 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, returns on owning Invesco Peak are expected to decrease at a much lower rate. During the bear market, Invesco Peak is likely to outperform the market. Although it is important to respect Invesco Peak Retirement 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 Peak Retirement technical indicators, you can presently evaluate if the expected return of 0.0465% will be sustainable into the future.
  
Invesco Performance
2 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Peak Retirement are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Invesco Peak 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 Price Channel

Fifty Two Week Low10.38
Fifty Two Week High14.00
Annual Report Expense Ratio0.74%

Invesco Peak Relative Risk vs. Return Landscape

If you would invest  1,128  in Invesco Peak Retirement on August 31, 2022 and sell it today you would earn a total of  27.00  from holding Invesco Peak Retirement or generate 2.39% return on investment over 90 days. Invesco Peak Retirement is currently producing 0.0465% returns and takes up 1.3003% volatility of returns over 90 trading days. Put another way, 11% 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 Peak is expected to generate 2.69 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 0.04 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Invesco Peak Current Valuation

Fairly Valued
Today 11.55
Please note that Invesco Peak's price fluctuation is not too volatile at this time.
Invesco Peak Retirement retains a regular Real Value of $11.41 per share. The prevalent price of the fund is $11.55. At this time, the entity appears to be fairly valued. We determine the value of Invesco Peak Retirement 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 Peak Retirement 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 Peak. Since Invesco Peak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Peak'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.
11.41
Real Value
12.70
Upside
Estimating the potential upside or downside of Invesco Peak Retirement 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 Peak more accurately as focusing exclusively on Invesco Peak's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.8611.2511.63
Details
Hype
Prediction
LowEstimated ValueHigh
10.2611.5512.84
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.110.110.12
Details

Invesco Peak Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Peak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Peak Retirement, and traders can use it to determine the average amount a Invesco Peak'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 = 0.0357

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Negative ReturnsPKRAX
Estimated Market Risk
 1.3
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.05
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.04
  actual daily
 
 2 %
of total potential
 
22
Based on monthly moving average Invesco Peak is performing at about 2% 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 Peak by adding it to a well-diversified portfolio.

About Invesco Peak Performance

To evaluate Invesco Peak Retirement 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 Peak 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 Peak Retirement 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 investment seeks total return over time, consistent with its strategic target allocation. Invesco Peak is traded on NASDAQ Exchange in the United States.

Things to note about Invesco Peak Retirement

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

Invesco Peak Alerts

Equity Alerts and Improvement Suggestions

The fund maintains about 6.85% of its assets in cash
Please check Your Equity Center. Note that the Invesco Peak Retirement information on this page should be used as a complementary analysis to other Invesco Peak'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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Peak Retirement price analysis, check to measure Invesco Peak's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Peak is operating at the current time. Most of Invesco Peak's value examination focuses on studying past and present price action to predict the probability of Invesco Peak's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Peak's price. Additionally, you may evaluate how the addition of Invesco Peak to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Peak's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Peak value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Peak'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.