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Invesco Energy A

Morningstar Rating™(Relative to Category)31/08/2016
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
 
Click here to see our Methodology
Volatility Measurements31/08/2016
 
3-Yr Std Dev23.12 %
3-Yr Mean Return-4.25 %
 
3-Yr Sharpe Ratio-0.19
 
Modern Portfolio Statistics31/08/201631/08/2016
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared83.6586.16
3-Yr Beta1.231.16
3-Yr Alpha-5.25-6.96
 
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