Invesco Steelpath Mlp Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Invesco Steelpath's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Steelpath is expected to be smaller as well.
Risk-Adjusted Performance
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Solid
Over the last 90 days Invesco Steelpath Mlp has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Invesco Steelpath is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 2.8000 |
Invesco |
Invesco Steelpath Relative Risk vs. Return Landscape
If you would invest 726.00 in Invesco Steelpath Mlp on December 30, 2023 and sell it today you would earn a total of 82.00 from holding Invesco Steelpath Mlp or generate 11.29% return on investment over 90 days. Invesco Steelpath Mlp is currently producing 0.1747% returns and takes up 0.6299% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Invesco, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Invesco Steelpath Current Valuation
Undervalued
Today
Please note that Invesco Steelpath's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Invesco Steelpath Mlp regular Real Value cannot be determined due to lack of data. The prevalent price of Invesco Steelpath Mlp is $8.08. We determine the value of Invesco Steelpath Mlp 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 Steelpath Mlp 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 Steelpath. Since Invesco Steelpath is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Invesco Mutual Fund. However, Invesco Steelpath'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 8.08 | Real 0.0 | Hype 0.0 | Naive 8.06 |
The real value of Invesco Mutual Fund, also known as its intrinsic value, is the underlying worth of Invesco Steelpath Mlp Mutual Fund, which is reflected in its stock price. It is based on Invesco Steelpath's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Invesco Steelpath'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 Steelpath'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 Steelpath Mlp 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 Steelpath more accurately as focusing exclusively on Invesco Steelpath's fundamentals will not take into account other important factors: Invesco Steelpath Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Steelpath's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Steelpath Mlp, and traders can use it to determine the average amount a Invesco Steelpath'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 = 0.2773
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Estimated Market Risk
0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Invesco Steelpath is performing at about 21% 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 Steelpath by adding it to a well-diversified portfolio.
Invesco Steelpath Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Steelpath, and Invesco Steelpath 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.
Total Asset | 1.57 B | |||
About Invesco Steelpath Performance
To evaluate Invesco Steelpath Mlp 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 Steelpath 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 Steelpath Mlp 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.Under normal circumstances, the fund invests at least 80 percent of its net assets in master limited partnership investments of issuers that are engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources, and in derivatives and other instruments that have economic characteristics similar to such securities. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.Things to note about Invesco Steelpath Mlp performance evaluation
Checking the ongoing alerts about Invesco Steelpath for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Steelpath Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Invesco Steelpath Mlp generated-1.0 ten year return of -1.0% | |
This fund maintains 98.67% of its assets in stocks |
- Analyzing Invesco Steelpath'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 Steelpath's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Steelpath'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 Steelpath's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Steelpath's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Steelpath's mutual fund. These opinions can provide insight into Invesco Steelpath's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Steelpath Mlp. 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 real. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Invesco Mutual Fund analysis
When running Invesco Steelpath's price analysis, check to measure Invesco Steelpath'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 Steelpath is operating at the current time. Most of Invesco Steelpath's value examination focuses on studying past and present price action to predict the probability of Invesco Steelpath's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Steelpath's price. Additionally, you may evaluate how the addition of Invesco Steelpath to your portfolios can decrease your overall portfolio volatility.
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