Invesco Energy A

Morningstar Rating™(Relative to Category)30/11/2014
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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Volatility Measurements30/11/2014
 
3-Yr Std Dev15.87 %
3-Yr Mean Return5.79 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics30/11/201430/11/2014
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared70.8175.30
3-Yr Beta0.960.94
3-Yr Alpha0.121.08
 
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