Invesco Preferred (Switzerland) Performance
| PRAC Etf | USD 43.71 0.52 1.18% |
The etf retains a Market Volatility (i.e., Beta) of 0.31, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Preferred is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Invesco Preferred Shares has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, Invesco Preferred is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
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Invesco Preferred Relative Risk vs. Return Landscape
If you would invest 4,458 in Invesco Preferred Shares on January 29, 2024 and sell it today you would lose (87.00) from holding Invesco Preferred Shares or give up 1.95% of portfolio value over 90 days. Invesco Preferred Shares is generating negative expected returns and assumes 0.5095% volatility on return distribution over the 90 days horizon. Simply put, 4% of etfs are less volatile than Invesco, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Invesco Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Preferred's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco Preferred Shares, and traders can use it to determine the average amount a Invesco Preferred'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 = -0.0579
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco Preferred is not performing at its full potential. However, 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 Preferred by adding Invesco Preferred to a well-diversified portfolio.
Invesco Preferred Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco Preferred, and Invesco Preferred 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 Etf performance.
About Invesco Preferred Performance
To evaluate Invesco Preferred Shares Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco Preferred generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco Preferred Shares market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment objective of the Fund is to deliver the performance of the BofA Merrill Lynch Diversified Core Plus Fixed Rate Preferred Securities Net Total Return Index, minus expenses. IVZ Pref is traded on Switzerland Exchange in Switzerland.| Invesco Preferred generated a negative expected return over the last 90 days | |
| The fund maintains most of the assets in different exotic instruments. |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Preferred Shares. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Please note, there is a significant difference between Invesco Preferred's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Preferred is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Preferred's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.