Invesco Energy A

Morningstar Rating™(Relative to Category)31/05/2015
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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Volatility Measurements31/05/2015
 
3-Yr Std Dev16.25 %
3-Yr Mean Return7.22 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics31/05/201531/05/2015
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  S&P North American Natural Resources TR
3-Yr R-Squared67.2669.22
3-Yr Beta1.031.05
3-Yr Alpha-2.83-3.88
 
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