Invesco Energy A

Morningstar Rating™(Relative to Category)30/09/2014
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements30/09/2014
 
3-Yr Std Dev18.08 %
3-Yr Mean Return14.29 %
 
3-Yr Sharpe Ratio0.72
 
Modern Portfolio Statistics30/09/201430/09/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared75.9676.40
3-Yr Beta1.101.04
3-Yr Alpha-3.09-1.89
 
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