Invesco Oppenheimer Manager Performance Evaluation

OSDYX -- USA Fund  

USD 5.00  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of -0.0037 which attests that as returns on market increase, returns on owning Invesco Oppenheimer are expected to decrease at a much smaller rate. During bear market, Invesco Oppenheimer is likely to outperform the market. Although it is extremely important to respect Invesco Oppenheimer current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By evaluating Invesco Oppenheimer technical indicators you can presently evaluate if the expected return of 0.0031% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Oppenheimer Ultra Short are ranked lower than 4 (%) of all funds and portfolios of funds over the last 30 days. 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 Low4.9800
Fifty Two Week High5.0000
Annual Report Expense Ratio0.25%
Horizon     30 Days    Login   to change

Invesco Oppenheimer Relative Risk vs. Return Landscape

If you would invest  499.00  in Invesco Oppenheimer Ultra Short on October 16, 2019 and sell it today you would earn a total of  1.00  from holding Invesco Oppenheimer Ultra Short or generate 0.2% return on investment over 30 days. Invesco Oppenheimer Ultra Short is currently producing 0.0031% returns and takes up 0.0436% volatility of returns over 30 trading days. Put another way, 0% 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 35.68 times less return on investment than the market. But when comparing it to its historical volatility, the company is 16.67 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The DOW is currently generating roughly 0.15 of returns per unit of risk over similar time horizon.

Invesco Oppenheimer Current Valuation

Fairly Valued
November 15, 2019
5.00
Market Value
5.00
Real Value
5.12
Upside
Invesco Oppenheimer is very steady asset. Invesco Oppenheimer retains regular Real Value of $5.0 per share. The prevalent price of the fund is $5.0. 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 = 0.072
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Based on monthly moving average Invesco Oppenheimer is performing at about 4% 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

The fund maintains about 75.49% of its assets in cash
Additionally take a look at Your Equity Center. Please also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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