Invesco Energy A

Morningstar Rating™(Relative to Category)31/03/2015
 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 Measurements31/03/2015
 
3-Yr Std Dev15.74 %
3-Yr Mean Return3.97 %
 
3-Yr Sharpe Ratio0.24
 
Modern Portfolio Statistics31/03/201531/03/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared67.1470.08
3-Yr Beta0.960.97
3-Yr Alpha-3.51-4.49
 
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