Invesco Energy A

Morningstar Rating™(Relative to Category)30/06/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average3 star
 
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Volatility Measurements30/06/2015
 
3-Yr Std Dev16.60 %
3-Yr Mean Return6.12 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics30/06/201530/06/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  MSCI World/Energy NR USD
3-Yr R-Squared72.1372.13
3-Yr Beta1.091.09
3-Yr Alpha-1.08-1.08
 
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