Invesco Short Term Fund Manager Performance Evaluation
The fund has a Market Sensitivity (Beta) of -0.0047, which indicates very low measured sensitivity to broad market movements. As returns on the market increase, returns on INVESCO SHORT tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, INVESCO SHORT is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Invesco Short Term failed to convert risk into positive risk-adjusted performance. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong basic indicators, INVESCO SHORT is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 27th of June 2025 | |
| Expense Ratio | 0.6500 |
INVESCO |
Relative Risk vs. Return Landscape
If you had invested $ 807.00 in Invesco Short Term on December 27, 2025 and sold it today you would have lost $ 2.00 from holding Invesco Short Term or given up 0.25% of portfolio value over 90 days. Invesco Short Term is currently producing negative expected returns and carries 0.1302% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than INVESCO, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Investor Alerts and Insights
Automated alerts tied to INVESCO SHORT help investors stay ahead of material changes in fund conditions. Invesco Short Term notifications flag important changes in technical indicators, fundamentals, and market conditions.| Invesco Short Term generated a negative expected return over the last 90 days |
INVESCO SHORT Fundamentals Growth
INVESCO Mutual Fund prices reflect investors' perceptions of INVESCO SHORT's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape INVESCO Mutual Fund market performance.
| Total Asset | 1.21 B | |||
Performance Metrics & Calculation Methodology
Peer and benchmark comparison for INVESCO SHORT frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.
Unless otherwise specified, data for Invesco Short Term is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.