Invesco Small Cap Fund Buy Hold or Sell Recommendation
| VSRAX Fund | USD 21.46 0.18 0.83% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Invesco Small Cap is 'Strong Sell'. Macroaxis provides Invesco Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VSRAX positions. The advice algorithm takes into account all of Invesco Small's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Small's buy or sell advice are summarized below:
Real Value 19.7 | Hype Value 21.46 | Market Value 21.46 | Naive Value 20.91 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Small Cap given historical horizon and risk tolerance towards Invesco Small. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Invesco |
Execute Invesco Small 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 Small Cap. Macroaxis does not own or have any residual interests in Invesco Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Invesco Small Trading Alerts and Improvement Suggestions
| Invesco Small Cap generated five year return of -3.0% | |
| This fund keeps 97.11% of its net assets in stocks |
Invesco Small Returns Distribution Density
The distribution of Invesco Small's historical returns is an attempt to chart the uncertainty of Invesco Small's future price movements. The chart of the probability distribution of Invesco Small daily returns describes the distribution of returns around its average expected value. We use Invesco Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Small returns is essential to provide solid investment advice for Invesco Small.
| Mean Return | 0.13 | Value At Risk | -1.76 | Potential Upside | 1.76 | Standard Deviation | 1.02 |
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 Small 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 Small 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 Small 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 Small'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 | 0.12 | |
β | Beta against NYSE Composite | -0.09 | |
σ | Overall volatility | 1.02 | |
Ir | Information ratio | 0.06 |
Invesco Small Volatility Alert
Invesco Small Cap has relatively low volatility with skewness of -0.6 and kurtosis of 0.7. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Small'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 Small'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 Small Fundamentals Vs Peers
Comparing Invesco Small'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 Small's direct or indirect competition across all of the common fundamentals between Invesco Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Small to competition |
| Fundamentals | Invesco Small | Peer Average |
| Annual Yield | 0 % | 0.29 % |
| One Year Return | (14.47) % | 4.15 % |
| Three Year Return | (5.68) % | 3.60 % |
| Five Year Return | (3.11) % | 3.24 % |
| Ten Year Return | 6.24 % | 1.79 % |
| Net Asset | 3.7 B | 4.11 B |
| Last Dividend Paid | 0.03 | 0.65 |
| Cash Position Weight | 2.89 % | 10.61 % |
| Equity Positions Weight | 97.11 % | 63.90 % |
Invesco Small 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.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 21.46 | |||
| Day Typical Price | 21.46 | |||
| Price Action Indicator | (0.09) | |||
| Period Momentum Indicator | (0.18) | |||
| Relative Strength Index | 73.05 |
About Invesco Small Buy or Sell Advice
When is the right time to buy or sell Invesco Small Cap? 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.
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Check out Invesco Small 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 Small Cap information on this page should be used as a complementary analysis to other Invesco Small'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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..