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Invesco performance

 
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Invesco Van Kampen Bond

Stock@New York Stock Exchange 
United States USD
     
Use Invesco Van Kampen Bond Fund performance together with your other stock asset holdings to protect against small markets fluctuations as well as to check it against diversification policy that fits your risk preferences.  Optimize Portfolio
Investment horizon: 
  30 Days    Login   to change

Relative Risk vs. Return Landscape

If you would invest  2,002  in Invesco Van Kampen Bond Fund on April 22, 2013 and sell it today you would lose (24.00) from holding Invesco Van Kampen Bond Fund or give up 1.2% of portfolio value over 30 days. Invesco Van Kampen Bond Fund is generating negative expected returns assuming volatility of 0.34% on return distribution over 30 days investment horizon. In other words, 4% of equities are less volatile than the company and above 99% of equities are expected to generate higher returns over the next 30 days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Considering 30-days investment horizon, Invesco Van Kampen Bond Fund is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.59 times less risky than the market. the firm trades about -0.21 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 of returns per unit of risk over similar time horizon.

Invesco Operating Margin

Based on recorded statements Invesco Van Kampen Bond Fund has Operating Margin of 90%. This is much higher than that of sector, and significantly higher than that of Operating Margin industry, The Operating Margin for all stocks is over 1000% lower than the firm.
A good Operating Margin is required for a company to be able to pay for its fixed costs or pay out its debt which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against firm's competitors.
Invesco
Performance
0
Out Of
100
Over 30
Days
Over the last 30 days Invesco Van Kampen Bond Fund has generated negative risk-adjusted returns adding no value to investors with long positions.
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1 Month Efficiency (a.k Sharpe Ratio) ...

-0.2

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Estimated Market Risk

 0.34
  actual daily
 
 96 %
of total potential
 
Market Risk score

Expected Return

 -0.07
  actual daily
 
 1 %
of total potential
 
Expected Return score

Risk-Adjusted Return

 -0.2
  actual daily
 
 1 %
of total potential
 
Risk-Adjusted Return score
Based on monthly moving average Invesco is performing at about 0% of its full potential. 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 by adding it to a well-diversified portfolio.
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