Invesco Energy A

Morningstar Rating™(Relative to Category)30/04/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average2 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements30/04/2015
 
3-Yr Std Dev16.35 %
3-Yr Mean Return6.93 %
 
3-Yr Sharpe Ratio0.40
 
Modern Portfolio Statistics30/04/201530/04/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared70.1371.86
3-Yr Beta1.011.03
3-Yr Alpha-2.14-3.16
 
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