Invesco Energy A

Morningstar Rating™(Relative to Category)31/08/2014
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements31/08/2014
 
3-Yr Std Dev18.78 %
3-Yr Mean Return12.29 %
 
3-Yr Sharpe Ratio0.60
 
Modern Portfolio Statistics31/08/201431/08/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared78.8779.06
3-Yr Beta1.131.02
3-Yr Alpha-4.13-1.47
 
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