Invesco Short Term Fund Buy Hold or Sell Recommendation

STBAX Fund  USD 8.03  0.01  0.12%   
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Invesco Short Term is 'Strong Sell'. Macroaxis provides Invesco Short buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding STBAX positions. The advice algorithm takes into account all of Invesco Short's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Short's buy or sell advice are summarized below:
Real Value
7.74
Hype Value
8.03
Market Value
8.03
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Short Term given historical horizon and risk tolerance towards Invesco Short. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Short Term, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Invesco Short 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.
In addition, we conduct extensive research on individual funds such as Invesco and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Invesco Short Term. 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 nation.

Execute Invesco Short 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 Short Term. Macroaxis does not own or have any residual interests in Invesco Short Term or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Short's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Invesco ShortBuy Invesco Short
Strong Sell

Market Performance

InsignificantDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Invesco Short Term has a Mean Deviation of 0.1188, Standard Deviation of 0.1735, Variance of 0.0301, Downside Variance of 0.0311, Semi Variance of (0) and Expected Short fall of (0.19)
We provide advice to complement the regular expert consensus on Invesco Short. 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. Use Invesco Short number of employees, three year return, as well as the relationship between the Three Year Return and last dividend paid to ensure your buy or sell decision on Invesco Short Term is adequate.

Invesco Short Trading Alerts and Improvement Suggestions

The fund maintains about 6.69% of its assets in cash

Invesco Short Returns Distribution Density

The distribution of Invesco Short's historical returns is an attempt to chart the uncertainty of Invesco Short's future price movements. The chart of the probability distribution of Invesco Short daily returns describes the distribution of returns around its average expected value. We use Invesco Short Term price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Short returns is essential to provide solid investment advice for Invesco Short.
Mean Return
0.02
Value At Risk
-0.13
Potential Upside
0.25
Standard Deviation
0.17
   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 Short 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 Short 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 Short 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 Short'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
β
Beta against NYSE Composite0.04
σ
Overall volatility
0.17
Ir
Information ratio -0.69

Invesco Short Volatility Alert

Invesco Short Term exhibits very low volatility with skewness of 1.29 and kurtosis of 4.91. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Short'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 Short'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 Short Fundamentals Vs Peers

Comparing Invesco Short'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 Short's direct or indirect competition across all of the common fundamentals between Invesco Short and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Short or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Short's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Short by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Short to competition
FundamentalsInvesco ShortPeer Average
Annual Yield0 %0.29 %
Year To Date Return0.96 %0.39 %
One Year Return5.14 %4.15 %
Three Year Return0.51 %3.60 %
Five Year Return1.56 %3.24 %
Ten Year Return1.97 %1.79 %
Net Asset2.19 B4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight6.69 %10.61 %
Bond Positions Weight90.08 %11.24 %

Invesco Short 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.

About Invesco Short Buy or Sell Advice

When is the right time to buy or sell Invesco Short Term? 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.

Use Investing Ideas to Build Portfolios

In addition to having Invesco Short 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 Baby Boomer Prospects Thematic Idea Now

Baby Boomer Prospects
Baby Boomer Prospects Theme
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 98 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 Baby Boomer Prospects Theme or any other thematic opportunities.
View All  Next Launch
Check out Invesco Short 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 Short Term information on this page should be used as a complementary analysis to other Invesco Short'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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Short's price analysis, check to measure Invesco Short'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 Short is operating at the current time. Most of Invesco Short's value examination focuses on studying past and present price action to predict the probability of Invesco Short'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 Short's price. Additionally, you may evaluate how the addition of Invesco Short to your portfolios can decrease your overall portfolio volatility.
AI Investment Finder
Use AI to screen and filter profitable investment opportunities
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Equity Valuation
Check real value of public entities based on technical and fundamental data
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Please note, there is a significant difference between Invesco Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Short'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.