Invesco Technology Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of -0.0508, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco Technology are expected to decrease at a much lower rate. During the bear market, Invesco Technology is likely to outperform the market.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Technology Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical indicators, Invesco Technology showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 26th of August 2022 | |
| Expense Ratio | 0.9600 |
Invesco |
Invesco Technology Relative Risk vs. Return Landscape
If you would invest 5,418 in Invesco Technology Fund on March 20, 2025 and sell it today you would earn a total of 823.00 from holding Invesco Technology Fund or generate 15.19% return on investment over 90 days. Invesco Technology Fund is currently producing 0.2585% returns and takes up 2.4952% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Invesco, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Invesco Technology Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Technology's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Invesco Technology Fund, and traders can use it to determine the average amount a Invesco Technology'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 = 0.1036
| Best Portfolio | Best Equity | |||
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| Small Returns | FTCHX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.5 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Invesco Technology is performing at about 8% 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 Technology by adding it to a well-diversified portfolio.
Invesco Technology Fundamentals Growth
Invesco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Invesco Technology, and Invesco Technology 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.
| Price To Earning | 1.50 X | ||||
| Price To Book | 3.93 X | ||||
| Price To Sales | 2.90 X | ||||
| Total Asset | 515.91 M | ||||
Things to note about Invesco Technology performance evaluation
Checking the ongoing alerts about Invesco Technology for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Invesco Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Technology is not yet fully synchronised with the market data | |
| Invesco Technology has some characteristics of a very speculative penny stock | |
| The fund retains 98.03% of its assets under management (AUM) in equities |
- Analyzing Invesco Technology'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 Technology's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Technology'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 Technology's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Technology's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Invesco Technology's mutual fund. These opinions can provide insight into Invesco Technology's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Invesco Mutual Fund
Invesco Technology financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Technology security.
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