Invesco Trust Manager Performance Evaluation

XVTNX -- USA Fund  

USD 13.85  0.04  0.29%

The fund retains Market Volatility (i.e. Beta) of -0.0781 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.. Even though it is essential to pay attention to Invesco Trust for 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 Trust for exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Invesco Trust for Relative Risk vs. Return Landscape

If you would invest  1,407  in Invesco Trust for Investment Gr on August 20, 2018 and sell it today you would lose (22.00)  from holding Invesco Trust for Investment Gr or give up 1.56% of portfolio value over 30 days. Invesco Trust for Investment Gr is currently producing negative expected returns and takes up 0.1148% 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 for Investment Gr is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 3.39 times less risky than the market. the firm trades about -0.62 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

Invesco Trust Market Risk Analysis

Sharpe Ratio = -0.623
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Invesco Trust Relative Performance Indicators

Estimated Market Risk
 0.11
  actual daily
 
 99 %
of total potential
  
Expected Return
 -0.07
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.62
  actual daily
 
 1 %
of total potential
  
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 generates negative expected return over the last 30 days
On August 13, 2018 Invesco Trust paid $ 0.058 per share dividend to its current shareholders
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