Invesco Peak Competition

Summary

PKRDXDelisted Fund

USD 10.37 0.00 0.00%

Invesco Peak Retirement competes with John Hancock, Prudential Jennison, Gabelli Global, Fidelity Advisor, and Davis Financial; as well as few others. The fund is listed under null category and is part of Invesco family. Analyzing Invesco Peak competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Peak to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Your Equity Center to better understand how to build diversified portfolios. 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 unemployment.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Peak competition on your existing holdings.

Specify up to 10 symbols:

Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Peak's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
10.37	10.37	10.37

Details

Intrinsic

Valuation

Low	Real	High
9.62	9.62	11.41

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco Peak. Your research has to be compared to or analyzed against Invesco Peak's peers to derive any actionable benefits. When done correctly, Invesco Peak's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco Peak Retirement.

Invesco Peak Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Peak and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Peak Retirement does not affect the price movement of the other competitor.

	BTO	PFSQX	GCFSX	FIKBX	FTIXX	RPFGX
BTO		-0.26	-0.27	-0.17	-0.36	-0.22	BTO
PFSQX	-0.26		0.95	0.98	0.8	0.97	PFSQX
GCFSX	-0.27	0.95		0.97	0.88	0.98	GCFSX
FIKBX	-0.17	0.98	0.97		0.84	0.99	FIKBX
FTIXX	-0.36	0.8	0.88	0.84		0.84	FTIXX
RPFGX	-0.22	0.97	0.98	0.99	0.84		RPFGX
	BTO	PFSQX	GCFSX	FIKBX	FTIXX	RPFGX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

High positive correlations

RPFGX	+ 0.99	FIKBX
FIKBX	+ 0.98	PFSQX
RPFGX	+ 0.98	GCFSX
RPFGX	+ 0.97	PFSQX
FIKBX	+ 0.97	GCFSX
GCFSX	+ 0.95	PFSQX

High negative correlations

FTIXX	- 0.36	BTO
GCFSX	- 0.27	BTO
PFSQX	- 0.26	BTO
RPFGX	- 0.22	BTO
FIKBX	- 0.17	BTO

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Peak Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Peak's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BTO	1.16	(0.20)	0.00	(0.05)	0.00	0.00	2.26	(2.90)	6.61
PFSQX	0.61	0.05	0.05	0.13	0.75	(0.61)	1.42	(1.25)	4.03
GCFSX	0.56	0.08	0.07	0.17	0.64	(0.63)	1.20	(1.42)	3.26
FIKBX	0.66	0.05	0.06	0.12	0.74	(0.69)	1.50	(1.21)	4.22
FTIXX	0.03	0.00	0.00	0.22	0.00	0.00	0.00	0.00	1.01
RPFGX	0.69	0.08	0.10	0.16	0.69	(0.72)	1.80	(1.23)	4.16

Invesco Peak Competitive Analysis

The better you understand Invesco Peak competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Peak's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Peak's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PKRDX	BTO	PFSQX	GCFSX	FIKBX	FTIXX	RPFGX
	0.00 10.37 Invesco	1.59 28.16 John	1.15 21.19 Prudential	1.35 13.56 Gabelli	1.23 31.15 Fidelity	0.00 1.00 Goldman	0.88 56.27 Davis
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Good	Good	OK	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	About Average	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Hold	Strong Hold	Buy	Strong Hold	Cautious Hold	Buy
Net Asset	6.33 M	N/A	98.84 M	11.02 M	271.8 M	75.53 B	770.11 M
Price To Book	N/A	1.14 X	N/A	N/A	N/A	N/A	1.29 X
Five Year Return	N/A	4.19 %	11.01 %	8.11 %	11.34 %	N/A	9.34 %
One Year Return	1.89 %	16.05 %	26.48 %	22.07 %	23.95 %	N/A	22.66 %
Last Dividend Paid	0.11	2.6	0.12	0.08	0.54	N/A	0.58
Price To Earning	N/A	2.71 X	N/A	N/A	N/A	N/A	15.47 X
Beta	N/A	1.5	N/A	N/A	N/A	N/A	N/A
Price To Sales	N/A	32.25 X	N/A	N/A	N/A	N/A	2.37 X
Cash Position Weight	6.57 %	N/A	0.49 %	1.60 %	0.88 %	N/A	1.16 %
Equity Positions Weight	88.30 %	N/A	99.51 %	98.40 %	99.12 %	N/A	98.83 %
Three Year Return	N/A	(1.95) %	5.05 %	7.91 %	6.48 %	N/A	6.51 %
Annual Yield	N/A	0.01 %	0.01 %	0.02 %	0.02 %	0 %	0.02 %
Bond Positions Weight	0.43 %	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	N/A	2.53 %	6.55 %	5.02 %	5.82 %	N/A	7.00 %
Ten Year Return	N/A	N/A	5.86 %	N/A	6.37 %	N/A	7.75 %
Day Typical Price	10.37	28.12	21.19	13.56	31.15	1.0	56.27
Accumulation Distribution	N/A	709.95	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	0.0	0.8627	9.2 T	9.2 T	9.2 T	0.0	9.2 T
Period Momentum Indicator	N/A	0.44	0.24	0.18	0.38	N/A	0.49
Rate Of Daily Change	1.0	1.02	1.01	1.01	1.01	1.0	1.01
Day Median Price	10.37	28.11	21.19	13.56	31.15	1.0	56.27
Price Action Indicator	N/A	0.28	0.12	0.09	0.19	N/A	0.25
Coefficient Of Variation	4704.58	(2,294)	588.88	491.43	606.84	812.4	500.11
Mean Deviation	0.5144	1.16	0.6148	0.5602	0.6566	0.0301	0.6866
Jensen Alpha	0.0292	(0.20)	0.0473	0.0756	0.0456	0.0034	0.0844
Total Risk Alpha	(0.10)	(0.27)	0.0232	0.0461	0.0212	(0.01)	0.0542
Sortino Ratio	(0.07)	N/A	0.0503	0.066	0.0584	N/A	0.0965
Downside Variance	0.9664	N/A	0.9049	0.9248	0.8268	N/A	0.8892
Standard Deviation	0.8615	1.49	0.807	0.7506	0.864	0.1243	0.9014
Kurtosis	6.05	0.0483	0.3273	0.9334	0.3541	66.0	0.2276
Potential Upside	1.16	2.26	1.42	1.2	1.5	N/A	1.8
Treynor Ratio	(0.03)	(0.05)	0.1263	0.1685	0.1209	0.2165	0.1572
Maximum Drawdown	5.91	6.61	4.03	3.26	4.22	1.01	4.16
Variance	0.7422	2.21	0.6513	0.5635	0.7466	0.0155	0.8125
Market Risk Adjusted Performance	(0.02)	(0.04)	0.1363	0.1785	0.1309	0.2265	0.1672
Risk Adjusted Performance	0.0159	(0.02)	0.1069	0.1271	0.1043	0.0363	0.1263
Skewness	1.26	(0.34)	(0.44)	(0.88)	(0.25)	8.12	(0.15)
Semi Deviation	0.639	N/A	0.75	0.6402	0.737	N/A	0.6898
Information Ratio	(0.08)	(0.10)	0.0592	0.0846	0.0615	(0.59)	0.101
Value At Risk	(1.46)	(2.90)	(1.25)	(1.42)	(1.21)	N/A	(1.23)
Expected Short fall	(0.79)	N/A	(0.61)	(0.63)	(0.69)	N/A	(0.72)
Downside Deviation	0.9831	N/A	0.9513	0.9617	0.9093	N/A	0.943
Semi Variance	0.4083	N/A	0.5626	0.4099	0.5431	N/A	0.4758

Invesco Peak Competition Performance Charts

Five steps to successful analysis of Invesco Peak Competition

Invesco Peak's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Peak Retirement in relation to its competition. Invesco Peak's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco Peak in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Peak's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Peak Retirement, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Peak position

In addition to having Invesco Peak 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?

Run Large Value Funds Thematic Idea Now

Large Value Funds

Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 37 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Value Funds Theme or any other thematic opportunities.

View All Next

Launch

Check out Your Equity Center to better understand how to build diversified portfolios. 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 unemployment.

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 the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Other Consideration for investing in Invesco Mutual Fund

If you are still planning to invest in Invesco Peak Retirement check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco Peak's history and understand the potential risks before investing.

	Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
	Technical Analysis Check basic technical indicators and analysis based on most latest market data
	Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities
	Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences
	Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market.
	Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges
	Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios
	CEOs Directory Screen CEOs from public companies around the world
	Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
	Economic Indicators Top statistical indicators that provide insights into how an economy is performing

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC