Invesco Energy A

Morningstar Rating™(Relative to Category)31/03/2014
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements31/03/2014
 
3-Yr Std Dev21.48 %
3-Yr Mean Return0.76 %
 
3-Yr Sharpe Ratio0.01
 
Modern Portfolio Statistics31/03/201431/03/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared78.2379.08
3-Yr Beta1.161.08
3-Yr Alpha-4.37-1.86
 
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