Invesco Mutual Fund Quote

PKRDX -  USA Fund  

USD 13.31  0.13  0.99%

Invesco Peak is trading at 13.31 as of the 28th of July 2021; that is 0.99% increase since the beginning of the trading day. The fund's open price was 13.18. Invesco Peak has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Invesco Peak Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of August 2019 and ending today, the 28th of July 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 18

Invesco Peak Mutual Fund Profile

The investment seeks total return over time, consistent with its strategic target allocation. Invesco Peak is traded on NASDAQ Exchange in the United States. more on Invesco Peak
The fund maintains about 6.85% of its assets in cash
Legal NameInvesco Peak Retirement
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Invesco Peak's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.53
Startdate30th of April 2020
Invesco Peak Retirement [PKRDX] is traded in USA and was established 28th of July 2021. The fund is listed under null category and is part of Invesco family. Invesco Peak Retirement at this time has accumulated 4.87 M in assets with minimum initial investment of 1 K. , while the total return for the last year was 1.89%.
Check Invesco Peak Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Peak , and the less return is expected.

Top Invesco Peak Retirement Constituents

Invesco Peak Target Price Odds Analysis

What are Invesco Peak's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invesco Peak jumping above the current price in 90 days from now is about 11.51%. The Invesco Peak Retirement probability density function shows the probability of Invesco Peak mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Peak Retirement has a beta of -0.0412 indicating as returns on benchmark increase, returns on holding Invesco Peak are expected to decrease at a much lower rate. During the bear market, however, Invesco Peak Retirement is likely to outperform the market. Additionally, the company has an alpha of 0.0286, implying that it can generate a 0.0286 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 13.31HorizonTargetOdds Up 13.31 
88.05%90 days
Based on a normal probability distribution, the odds of Invesco Peak to move above the current price in 90 days from now is about 11.51 (This Invesco Peak Retirement probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Peak Retirement Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Peak market risk premium is the additional return an investor will receive from holding Invesco Peak long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Peak. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Peak's alpha and beta are two of the key measurements used to evaluate Invesco Peak's performance over the market, the standard measures of volatility play an important role as well.

Invesco Peak Against Markets

Picking the right benchmark for Invesco Peak mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Peak mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Peak is critical whether you are bullish or bearish towards Invesco Peak Retirement at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Peak without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please check Your Equity Center. 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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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When running Invesco Peak Retirement price analysis, check to measure Invesco Peak'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 Peak is operating at the current time. Most of Invesco Peak's value examination focuses on studying past and present price action to predict the probability of Invesco Peak's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Peak's price. Additionally, you may evaluate how the addition of Invesco Peak to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Peak's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Peak value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Peak'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.