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Australia markets open in 8 hours 2 minutes
ALL ORDS
8,012.20
-57.90
(-0.72%)
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Invesco Rising Dividends C (OCRDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.30
+0.05
(+0.25%)
As of 08:06AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
23
Number of years down
7
Best 1-yr total return (4 July 2024)
28.58%
Worst 1-yr total return (4 July 2024)
N/A
Risk statistics
3 years
OCRDX
Category average
5 years
OCRDX
Category average
10 years
OCRDX
Category average
Alpha
-1.33
-0.01
-2.3
-0.01
-2.95
-0.01
BETA
0.94
0.01
0.95
0.01
0.95
0.01
Mean annual return
0.78
0.01
1.06
0.01
0.82
0.01
R-squared
96.78
0.94
97.2
0.95
97.15
0.95
Standard deviation
16.97
0.17
17.44
0.19
14.78
0.15
Sharpe ratio
0.35
0
0.6
0.01
0.56
0.01
Treynor ratio
5.1
0.03
10.02
0.1
7.84
0.1
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