Invesco Energy A

Morningstar Rating™(Relative to Category)28/02/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average2 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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Volatility Measurements28/02/2015
 
3-Yr Std Dev16.49 %
3-Yr Mean Return1.05 %
 
3-Yr Sharpe Ratio0.05
 
Modern Portfolio Statistics28/02/201528/02/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared67.3170.97
3-Yr Beta0.980.99
3-Yr Alpha-4.87-5.17
 
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