Invesco Energy Fund Buy Hold or Sell Recommendation
FSTEX Fund | USD 30.90 0.32 1.05% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Invesco Energy Fund is 'Hold'. Macroaxis provides Invesco Energy buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FSTEX positions. The advice algorithm takes into account all of Invesco Energy's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Energy's buy or sell advice are summarized below:
Real Value 30.34 | Hype Value 30.9 | Market Value 30.9 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Energy Fund given historical horizon and risk tolerance towards Invesco Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Energy Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Energy Buy or Sell Advice
The Invesco recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Energy Fund. Macroaxis does not own or have any residual interests in Invesco Energy Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Invesco Energy Trading Alerts and Improvement Suggestions
The fund generated-7.0 ten year return of -7.0% | |
Invesco Energy Fund retains 97.65% of its assets under management (AUM) in equities |
Invesco Energy Returns Distribution Density
The distribution of Invesco Energy's historical returns is an attempt to chart the uncertainty of Invesco Energy's future price movements. The chart of the probability distribution of Invesco Energy daily returns describes the distribution of returns around its average expected value. We use Invesco Energy Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Energy returns is essential to provide solid investment advice for Invesco Energy.
Mean Return | 0.15 | Value At Risk | -1.44 | Potential Upside | 1.67 | Standard Deviation | 0.95 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Invesco Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Energy or Invesco sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Energy's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Invesco fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.05 | |
β | Beta against NYSE Composite | 0.70 | |
σ | Overall volatility | 0.95 | |
Ir | Information ratio | 0.01 |
Invesco Energy Volatility Alert
Invesco Energy Fund has relatively low volatility with skewness of -0.26 and kurtosis of 0.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Energy's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Energy's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Invesco Energy Fundamentals Vs Peers
Comparing Invesco Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Energy's direct or indirect competition across all of the common fundamentals between Invesco Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Energy or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Energy by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Invesco Energy to competition |
Fundamentals | Invesco Energy | Peer Average |
Price To Earning | 7.52 X | 6.53 X |
Price To Book | 1.31 X | 0.74 X |
Price To Sales | 1.48 X | 0.61 X |
Annual Yield | 0.02 % | 0.29 % |
Year To Date Return | 8.90 % | 0.39 % |
One Year Return | 20.90 % | 4.15 % |
Three Year Return | 26.51 % | 3.60 % |
Five Year Return | 9.49 % | 3.24 % |
Ten Year Return | (7.14) % | 1.79 % |
Net Asset | 492.41 M | 4.11 B |
Cash Position Weight | 2.35 % | 10.61 % |
Equity Positions Weight | 97.65 % | 63.90 % |
Invesco Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 30.9 | |||
Day Typical Price | 30.9 | |||
Price Action Indicator | 0.16 | |||
Period Momentum Indicator | 0.32 |
About Invesco Energy Buy or Sell Advice
When is the right time to buy or sell Invesco Energy Fund? Buying financial instruments such as Invesco Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Invesco Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Invesco Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Invesco Energy Fund information on this page should be used as a complementary analysis to other Invesco Energy'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 Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
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When running Invesco Energy's price analysis, check to measure Invesco Energy'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 Energy is operating at the current time. Most of Invesco Energy's value examination focuses on studying past and present price action to predict the probability of Invesco Energy'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 Energy's price. Additionally, you may evaluate how the addition of Invesco Energy to your portfolios can decrease your overall portfolio volatility.
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