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Australia markets close in 1 hour 56 minutes
ALL ORDS
8,096.80
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(+0.28%)
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Invesco Equity and Income C (ACERX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.26
-0.02
(-0.19%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
22
Number of years down
8
Best 1-yr total return (4 June 2024)
24.02%
Worst 1-yr total return (4 June 2024)
N/A
Risk statistics
3 years
ACERX
Category average
5 years
ACERX
Category average
10 years
ACERX
Category average
Alpha
1.7
-0.02
1.47
-0.02
0.21
-0.01
BETA
0.94
0.01
1.1
0.01
1.14
0.01
Mean annual return
0.3
0.01
0.76
0.01
0.57
0.01
R-squared
84.6
0.94
86.18
0.93
83.93
0.93
Standard deviation
12.81
0.16
14.66
0.13
12.35
0.12
Sharpe ratio
0.03
0.01
0.46
0.01
0.42
0.01
Treynor ratio
-0.51
0.08
5.5
0.08
4.08
0.06
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