Invesco Peak Buy Hold or Sell Recommendation

IP
PKRDX -- USA Fund  

USD 9.70  0.07  0.73%

Assuming the 30 trading days horizon, and your above-average risk tolerance our recommendation regarding Invesco Peak Retirement is 'Hold'. Macroaxis provides Invesco Peak buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PKRDX positions. The advice algorithm takes into account all of Invesco Peak Retirement available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from PKRDX buy-and-hold perspective. Please check Invesco Peak Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

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Time Horizon

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Sell Invesco PeakBuy Invesco Peak
Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Invesco Peak Retirement has a risk adjusted performance of 0.202, jensen alpha of 0.1116, total risk alpha of 0.0395, sortino ratio of 0.0241 and treynor ratio of 0.3081
We provide buy, hold, or sell suggestions to complement the regular expert consensus on Invesco Peak. Our dynamic recommendation engine utilizes a multidimensional algorithm to analyze the fund's potential to grow using all technical and fundamental data available at the time. Please utilize Invesco Peak Retirement total asset and bond positions weight to make buy, hold, or sell decision on Invesco Peak.

Invesco Peak Trading Alerts and Improvement Suggestions

Latest headline from www.houstonchronicle.com: Harris County opens COVID-19 relief fund - HoustonChronicle.com - Houston Chronicle
The fund maintains about 5.45% of its assets in bonds

Invesco Peak Returns Distribution Density

The chart of the probability distribution of Invesco Peak stock daily returns describes the distribution of returns around its average expected value. We use Invesco Peak Retirement' stock's Value At Risk and its Upside Potential as a relative measure of the distribution. The distribution of Invesco Peak returns is essential to provide solid investment advice for Invesco Peak stock.
Mean Return0.24Value At Risk-5.01
Potential Upside2.89Standard Deviation2.20
 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 Peak 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 Peak 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 Peak or Invesco Peak Retirement 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 Peak stock's price will be affected by overall stock 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 stock'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 DOW
=0.11
β
Beta against DOW=0.75
σ
Overall volatility
=2.17
Ir
Information ratio =0.0325

Invesco Peak Volatility Alert

Invesco Peak Retirement currently demonstrates below-verage downside deviation of 2.97. It has Information Ratio of 0.03 and Jensen Alpha of 0.11. However, we do advice investors to further question Invesco Peak Retirement expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Peak to competition

Invesco Peak Fundamental Vs Peers

FundamentalsInvesco PeakPeer Average
One Year Return1.89 %4.15 %
Net Asset1.28 M4.11 B
Last Dividend Paid0.180.65
Cash Position Weight4.42 %10.61 %
Equity Positions Weight90.11 %63.90 %
Bond Positions Weight5.45 %11.24 %

About Invesco Peak Buy or Sell Advice

When is the right time to buy or sell Invesco Peak Retirement? Buying funds such as Invesco Peak isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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 bases. Although Invesco Peak investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply. Please read more on our stock advisor page.

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Please check Invesco Peak Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool. Please also try Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page