Invesco Energy A

Morningstar Rating™(Relative to Category)31/10/2014
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements31/10/2014
 
3-Yr Std Dev16.20 %
3-Yr Mean Return4.74 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics31/10/201431/10/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared67.3567.92
3-Yr Beta1.040.98
3-Yr Alpha-5.12-4.00
 
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