INVESCO BALANCED-RISK Value At Risk

BRCRX Fund  USD 8.10  0.05  0.62%   
Historical market data for Invesco Balanced Risk Modity forms the basis of the Value At Risk indicator shown here. The indicator computation uses normalized market activity data. Market data gaps can influence the computed indicator values. Cross-instrument Value At Risk comparisons are available via Equity Screeners. Review Trending Equities to understand diversified portfolio construction. Clearer exposure analysis supports long-term portfolio balance. The allocation shows a weighting toward Invesco Balanced Risk Modity. The weighting is visible within the allocation breakdown. The sizing of each position reflects the overall allocation strategy. This overview is based on available data and does not express a directional view. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Invesco Balanced Risk Modity has current Value At Risk of -1.61. Value At Risk (or VAR) is a statistical technique used to measure the level of financial risk of investment instrument over a specific time frame. It is a widely used measure of the risk of loss on a specific investing instrument.

Value At Risk

 = 

ER[a] x N

+

(Z-SCORE x STD x SQRT (N))

 = 
-1.61
ER[a] = Expected return on investing in INVESCO BALANCED-RISK
STD =   Standard Deviation of INVESCO BALANCED-RISK
N = Number of points for the period
Z-SCORE = Number of standard deviations above or below the mean

Value At Risk Peers Comparison

Value At Risk Relative To Other Indicators

Invesco Balanced Risk Modity is rated second in value at risk among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Value At Risk is used by risk managers in order to measure and control the level of risk which the firm undertakes. The risk manager job is to ensure that risks are not taken beyond the level at which the firm can absorb the losses of a probable worst outcome. VAR can be defined as the loss level that will not be exceeded with a certain confidence level during a certain period of time. Compare INVESCO BALANCED-RISK to Peers

Other Technical Indicators