Invesco Oppenheimer Manager Performance Evaluation

EMLDX -- USA Fund  

USD 6.97  0.03  0.43%

The fund retains Market Volatility (i.e. Beta) of 0.0142 which attests that as returns on market increase, Invesco Oppenheimer returns are expected to increase less than the market. However during bear market, the loss on holding Invesco Oppenheimer will be expected to be smaller as well. Even though it is essential to pay attention to Invesco Oppenheimer current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis philosophy towards determining future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Invesco Oppenheimer exposes twenty-one different technical indicators which can help you to evaluate its performance.
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Risk-Adjusted Fund Performance

Over the last 30 days Invesco Oppenheimer Emerging Ma has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Invesco Oppenheimer is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low6.63
Fifty Two Week High7.13
Annual Report Expense Ratio0.90%
Horizon     30 Days    Login   to change

Invesco Oppenheimer Relative Risk vs. Return Landscape

If you would invest  701.00  in Invesco Oppenheimer Emerging Ma on September 23, 2019 and sell it today you would lose (4.00)  from holding Invesco Oppenheimer Emerging Ma or give up 0.57% of portfolio value over 30 days. Invesco Oppenheimer Emerging Ma is currently producing negative expected returns and takes up 0.4169% volatility of returns over 30 trading days. Put another way, 3% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Invesco Oppenheimer is expected to generate 0.42 times more return on investment than the market. However, the company is 2.37 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly -0.01 per unit of risk.

Invesco Oppenheimer Current Valuation

Fairly Valued
October 23, 2019
6.97
Market Value
6.93
Real Value
8.19
Upside
Invesco Oppenheimer is not too volatile asset. Invesco Oppenheimer retains regular Real Value of $6.93 per share. The prevalent price of the fund is $6.97. At this time the entity appears to be fairly valued. We determine the value of Invesco Oppenheimer from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Invesco Oppenheimer Market Risk Analysis

Sharpe Ratio = -0.0187
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Invesco Oppenheimer Relative Performance Indicators

Estimated Market Risk
 0.42
  actual daily
 
 3 %
of total potential
 
33
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
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Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
of total potential
 
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Based on monthly moving average Invesco Oppenheimer 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 Oppenheimer by adding it to a well-diversified portfolio.

Invesco Oppenheimer Alerts

Equity Alerts and Improvement Suggestions

Invesco Oppenheimer generates negative expected return over the last 30 days
On September 30, 2019 Invesco Oppenheimer paid $ 0.03 per share dividend to its current shareholders
The fund retains about 11.2% of its assets under management (AUM) in cash
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