Invesco Energy A

Morningstar Rating™(Relative to Category)31/07/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAbove Average2 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
 
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Volatility Measurements31/08/2015
 
3-Yr Std Dev16.62 %
3-Yr Mean Return-2.43 %
 
3-Yr Sharpe Ratio-0.15
 
Modern Portfolio Statistics31/08/201531/08/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared75.8675.50
3-Yr Beta1.101.06
3-Yr Alpha-2.24-4.30
 
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