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    Invesco Equity and Income A (ACEIX)

    9.79 Down 0.07(0.71%) Apr 28

    Risk as of Mar 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up43
    Number of Years Down12
    Best 1 Yr Total Return(Dec 30, 2013):24.96%
    Worst 1 Yr Total Return(Dec 30, 2008):-24.78%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)1.190.40
    Beta (against Standard Index)1.141.05
    Mean Annual Return0.550.45
    R-squared (against Standard Index)86.1791.69
    Standard Deviation8.727.85
    Sharpe Ratio0.740.69
    Treynor Ratio5.564.98
    5 Years
    Alpha (against Standard Index)0.920.15
    Beta (against Standard Index)1.121.05
    Mean Annual Return0.610.51
    R-squared (against Standard Index)88.5593.07
    Standard Deviation9.528.71
    Sharpe Ratio0.760.71
    Treynor Ratio6.205.63
    10 Years
    Alpha (against Standard Index)-0.05-0.70
    Beta (against Standard Index)1.091.07
    Mean Annual Return0.520.45
    R-squared (against Standard Index)91.2593.75
    Standard Deviation11.3710.98
    Sharpe Ratio0.450.41
    Treynor Ratio4.253.72