Invesco Trust Manager Performance Evaluation

XVTNX -- USA Fund  

USD 13.79  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of -0.0209 which attests that as returns on market increase, returns on owning Invesco Trust are expected to decrease at a much smaller rate. During bear market, Invesco Trust is likely to outperform the market. Although it is extremely important to respect Invesco Trust for 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 Trust for technical indicators you can presently evaluate if the expected return of 1.0E-4% will be sustainable into the future.
Horizon     30 Days    Login   to change

Invesco Trust for Relative Risk vs. Return Landscape

If you would invest  1,379  in Invesco Trust for Investment Gr on January 20, 2019 and sell it today you would earn a total of  0.00  from holding Invesco Trust for Investment Gr or generate 0.0% return on investment over 30 days. Invesco Trust for Investment Gr is currently producing 1.0E-4% returns and takes up 0.1382% volatility of returns over 30 trading days. Put another way, 1% 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 Trust is expected to generate 4122.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 13.59 times less risky than the market. It trades about 0.0 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Invesco Trust Market Risk Analysis

Sharpe Ratio = 7.0E-4
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Invesco Trust Relative Performance Indicators

Estimated Market Risk
 0.14
  actual daily
 
 1 %
of total potential
 
1
Expected Return
 0.0
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 0.0
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average Invesco Trust 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 Trust by adding it to a well-diversified portfolio.

Invesco Trust Performance Rating

Invesco Trust for Investment Gr Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days Invesco Trust for Investment Gr has generated negative risk-adjusted returns adding no value to fund investors.

Invesco Trust Alerts

Equity Alerts and Improvement Suggestions

Invesco Trust for is not yet fully synchronised with the market data
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