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    Invesco Equity and Income B (ACEQX)

    9.46 Down 0.08(0.84%) May 3

    Risk as of Mar 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up17
    Number of Years Down6
    Best 1 Yr Total Return(Dec 30, 2013):24.01%
    Worst 1 Yr Total Return(Dec 30, 2008):-24.78%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)0.450.40
    Beta (against Standard Index)1.131.05
    Mean Annual Return0.480.45
    R-squared (against Standard Index)85.9091.69
    Standard Deviation8.677.85
    Sharpe Ratio0.660.69
    Treynor Ratio4.874.98
    5 Years
    Alpha (against Standard Index)0.360.15
    Beta (against Standard Index)1.121.05
    Mean Annual Return0.550.51
    R-squared (against Standard Index)88.6593.07
    Standard Deviation9.448.71
    Sharpe Ratio0.700.71
    Treynor Ratio5.675.63
    10 Years
    Alpha (against Standard Index)-0.45-0.70
    Beta (against Standard Index)1.091.07
    Mean Annual Return0.480.45
    R-squared (against Standard Index)91.2893.75
    Standard Deviation11.3110.98
    Sharpe Ratio0.420.41
    Treynor Ratio3.873.72