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Invesco Energy A USD Acc

Morningstar Rating™(Relative to Category)31/03/2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
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Volatility Measurements31/03/2018
3-Yr Std Dev25.71 %
3-Yr Mean Return-10.56 %
3-Yr Sharpe Ratio-0.42
Modern Portfolio Statistics31/03/201831/03/2018
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  MSCI World/Energy NR USD
3-Yr R-Squared87.9087.90
3-Yr Beta1.371.37
3-Yr Alpha-8.94-8.94