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Invesco Energy A

Morningstar Rating™(Relative to Category)30/09/2016
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
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Volatility Measurements30/09/2016
3-Yr Std Dev23.11 %
3-Yr Mean Return-4.41 %
3-Yr Sharpe Ratio-0.19
Modern Portfolio Statistics30/09/201630/09/2016
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared83.4285.87
3-Yr Beta1.221.16
3-Yr Alpha-6.13-8.26