Invesco US Dollar Liqdty Port Corp

Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Click here to see our Methodology
Volatility Measurements30/09/2024
 
3-Yr Std Dev7.39 %
3-Yr Mean Return4.71 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar USD 1M Cash TR USD  Cat 50%FTSE/JSE SC TR&50%FTSE/JSE MC TR
3-Yr Beta-0.680.00
3-Yr Alpha-0.89-0.69
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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