Invesco Short Term Fund Manager Performance Evaluation
| STMUX Fund | USD 3.72 -0.01 -0.27% |
The fund shows a Beta (market volatility) of -0.0088, which signifies relatively modest fluctuations relative to the market. Invesco Short shows a mild inverse relationship with the market, drifting lower in rallies and holding up during downturns.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Invesco Short Term rank lower than 5% of all funds and fund portfolios over the last 90 days. Current market capitalization is about 3.0. 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
Invesco |
Relative Risk vs. Return Landscape
If you had invested $ 370.00 in Invesco Short Term on December 21, 2025 and sold it today you would have earned a total of $ 2.00 from holding Invesco Short Term or generated 0.54% return on investment over 90 days. Invesco Short Term is currently producing a 0.0089% return and carries 0.1197% 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 |
Target Price Odds to finish over Current Price
The long-standing observation that Invesco Mutual Fund price tends to revert toward an average level underpins many quantitative fund models. Still, certain funds show persistent deviations from fair value, which are typically explained by the additional risk investors bear.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 3.72 | 90 days | 3.72 | about 50.0 |
Quantitative modeling suggests the odds of Invesco Short moving above the current price in 90 days from now are about 50.0 (The chart above shows the probability of Invesco Mutual Fund falling within different price ranges over the next 90 days).
Invesco Short Price Density |
| Price |
Predictive Modules for Invesco Short
Market forecasting for Invesco Short Term draws on a broad range of quantitative and analytical tools. While the fund market is ultimately unpredictable in the short term, systematic forecasting provides context to refine their expectations and improve the quality of their decision-making process.Mean reversion in Invesco Short is distinct from trend following. Where trend followers ride price momentum, mean reversion investors bet that extended moves will reverse once the underlying driver runs out of fuel.
Primary Risk Indicators
The mutual fund market has been anything but stable over the last two decades. Invesco Short has experienced sharp corrections and strong recoveries that have reshaped portfolios. Investors in Invesco Short Term can mitigate this risk by watching for changes in Invesco Short's fundamental risk indicators and adjusting their hedging accordingly.α | Alpha over Dow Jones | -0.0026 | |
β | Beta against Dow Jones | -0.0088 | |
σ | Overall volatility | 0.01 | |
Ir | Information ratio | 0.84 |
Investor Alerts and Insights
Targeted alerts for Invesco Short give investors a structured approach to monitoring fund conditions. Invesco Short Term notifications help investors identify important technical and fundamental changes that could create new opportunities or signal risks.| Latest headline from news.google.com: NDCAX ETF Analysis Dividends, Returns NASDAQNDCAX - Trading View | |
| The fund maintains about 7.13% of its assets in cash |
Invesco Short Fundamentals Growth
The performance of Invesco Mutual Fund is closely linked to Invesco Short's underlying financial metrics. Revenue and earnings growth, margin expansion, and prudent debt management are the fundamentals that matter most to investors evaluating Invesco Mutual Fund.
| Total Asset | 2.83 B | |||
Performance Metrics & Calculation Methodology
Invesco Short performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Historical dispersion defines the plausible outcome range.
Data shown for Invesco Short Term is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication cadence can introduce delays. Return and risk statistics are calculated from historical price series.