IPVXX Money Market Fund Manager Performance Evaluation

IPVXX
 Fund
  

USD 3.31  2.31  231.00%   

The fund shows a Beta (market volatility) of 3.1372, which signifies a somewhat significant risk relative to the market. Let's try to break down what IPVXX's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, AIM Treasurers will likely underperform. Although it is essential to pay attention to AIM Treasurers Series historical returns, it is also good to be reasonable about what you can do with equity current trending patterns. Our approach into foreseeing future potential of any fund is to look not only at its past charts but also at the business as a whole, including all available fundamental and technical indicators. To evaluate if AIM Treasurers Series expected return of 2.45 will be sustainable into the future, we have found twenty-one different technical indicators, which can help you to check if the expected returns are sustainable.
  
IPVXX Performance
9 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in AIM Treasurers Series are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly inconsistent basic indicators, AIM Treasurers showed solid returns over the last few months and may actually be approaching a breakup point.
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IPVXX Price Channel

AIM Treasurers Relative Risk vs. Return Landscape

If you would invest  175.00  in AIM Treasurers Series on September 8, 2022 and sell it today you would earn a total of  156.00  from holding AIM Treasurers Series or generate 89.14% return on investment over 90 days. AIM Treasurers Series is currently producing 2.4543% returns and takes up 20.2603% volatility of returns over 90 trading days. Put another way, most equities are less risky on the basis of their return distribution than IPVXX, and majority of traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon AIM Treasurers is expected to generate 13.44 times more return on investment than the market. However, the company is 13.44 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.03 per unit of risk.

AIM Treasurers Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for AIM Treasurers' investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as AIM Treasurers Series, and traders can use it to determine the average amount a AIM Treasurers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1211

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Estimated Market Risk
 20.26
  actual daily
 
 96 %
of total potential
 
9696
Expected Return
 2.45
  actual daily
 
 47 %
of total potential
 
4747
Risk-Adjusted Return
 0.12
  actual daily
 
 9 %
of total potential
 
99
Based on monthly moving average AIM Treasurers is performing at about 9% 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 AIM Treasurers by adding it to a well-diversified portfolio.

About AIM Treasurers Performance

To evaluate AIM Treasurers Series Money Market Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when AIM Treasurers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare IPVXX Money Market Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand AIM Treasurers Series market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents IPVXX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.

Things to note about AIM Treasurers Series

Checking the ongoing alerts about AIM Treasurers for important developments is a great way to find new opportunities for your next move. Money Market Fund alerts and notifications screener for AIM Treasurers Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

AIM Treasurers Alerts

Equity Alerts and Improvement Suggestions

AIM Treasurers is way too risky over 90 days horizon
AIM Treasurers appears to be risky and price may revert if volatility continues
The fund retains all of the assets under management (AUM) in different types of exotic instruments
Please see Risk vs Return Analysis. You can also try Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for analysis

When running AIM Treasurers Series price analysis, check to measure AIM Treasurers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AIM Treasurers is operating at the current time. Most of AIM Treasurers' value examination focuses on studying past and present price action to predict the probability of AIM Treasurers' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move AIM Treasurers' price. Additionally, you may evaluate how the addition of AIM Treasurers to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between AIM Treasurers' value and its price as these two are different measures arrived at by different means. Investors typically determine AIM Treasurers value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AIM Treasurers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.