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Invesco Energy A

Morningstar Rating™(Relative to Category)31/01/2016
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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Volatility Measurements31/01/2016
 
3-Yr Std Dev21.35 %
3-Yr Mean Return-8.21 %
 
3-Yr Sharpe Ratio-0.40
 
Modern Portfolio Statistics31/01/201631/01/2016
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared81.1484.43
3-Yr Beta1.131.11
3-Yr Alpha-6.11-5.29
 
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