Invesco Energy Financials
| FSTEX Fund | USD 31.61 0.02 0.06% |
Invesco |
Please note that past performance is not an indicator of the future performance of Invesco Energy, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Energy Fund Summary
Invesco Energy competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund is non-diversified.Specialization | Equity Energy, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00142F1057 |
| Business Address | Aim Sector Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Equity Energy |
| Benchmark | NYSE Composite |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Energy's current stock value. Our valuation model uses many indicators to compare Invesco Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Energy competition to find correlations between indicators driving Invesco Energy's intrinsic value. More Info.Invesco Energy Fund is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Energy Fund is roughly 5.74 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Energy by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Energy's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Energy's earnings, one of the primary drivers of an investment's value.Invesco Energy Systematic Risk
Invesco Energy's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Energy volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Invesco Energy correlated with the market. If Beta is less than 0 Invesco Energy generally moves in the opposite direction as compared to the market. If Invesco Energy Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Energy is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Energy is generally in the same direction as the market. If Beta > 1 Invesco Energy moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Energy April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Energy help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Energy Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Energy Fund based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Energy's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8289 | |||
| Information Ratio | 0.2156 | |||
| Maximum Drawdown | 3.81 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.65 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco Energy Fund. 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 income. Note that the Invesco Energy 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.