By continuing to use this site you consent to the use of cookies on your device. Find out more about our cookie policy and the types of cookies we use by clicking here.

Invesco Energy A

Morningstar Rating™(Relative to Category)31/10/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearBelow AverageAbove Average2 star
OverallAverageAbove Average3 star
Click here to see our Methodology
Volatility Measurements31/10/2015
3-Yr Std Dev19.08 %
3-Yr Mean Return-0.25 %
3-Yr Sharpe Ratio-0.02
Modern Portfolio Statistics31/10/201531/10/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared80.2381.93
3-Yr Beta1.121.11
3-Yr Alpha-2.60-2.46