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    Invesco Equity and Income B (ACEQX)

    8.57 Down 0.03(0.35%) Feb 10

    Risk as of Jan 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)1.630.88
    Beta (against Standard Index)1.171.07
    Mean Annual Return0.490.40
    R-squared (against Standard Index)85.6791.77
    Standard Deviation8.427.48
    Sharpe Ratio0.690.64
    Treynor Ratio4.794.30
    5 Years
    Alpha (against Standard Index)0.530.30
    Beta (against Standard Index)1.131.06
    Mean Annual Return0.520.48
    R-squared (against Standard Index)88.4693.12
    Standard Deviation9.318.53
    Sharpe Ratio0.670.68
    Treynor Ratio5.275.22
    10 Years
    Alpha (against Standard Index)-0.35-0.58
    Beta (against Standard Index)1.091.07
    Mean Annual Return0.450.43
    R-squared (against Standard Index)91.2393.70
    Standard Deviation11.2210.90
    Sharpe Ratio0.380.37
    Treynor Ratio3.443.31