Invesco Energy A

Morningstar Rating™(Relative to Category)31/07/2014
 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 Measurements31/07/2014
 
3-Yr Std Dev21.04 %
3-Yr Mean Return6.26 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics31/07/201431/07/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  MSCI World/Energy NR USD
3-Yr R-Squared81.2981.29
3-Yr Beta1.171.17
3-Yr Alpha-5.13-5.13
 
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