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    Invesco Equity and Income R (ACESX)

    10.57 Down 0.01(0.09%) Jul 31

    Risk as of Jun 29, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up10
    Number of Years Down2
    Best 1 Yr Total Return(Dec 30, 2013):24.66%
    Worst 1 Yr Total Return(Dec 30, 2008):-24.89%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticACESXCategory
    Alpha (against Standard Index)3.560.98
    Beta (against Standard Index)1.051.02
    Mean Annual Return1.050.82
    R-squared (against Standard Index)78.4588.96
    Standard Deviation6.435.91
    Sharpe Ratio1.961.67
    Treynor Ratio12.479.86
    5 Years
    StatisticACESXCategory
    Alpha (against Standard Index)1.740.44
    Beta (against Standard Index)1.101.04
    Mean Annual Return1.010.86
    R-squared (against Standard Index)88.6293.81
    Standard Deviation9.248.50
    Sharpe Ratio1.311.21
    Treynor Ratio11.2110.06
    10 Years
    StatisticACESXCategory
    Alpha (against Standard Index)-0.03-0.77
    Beta (against Standard Index)1.071.06
    Mean Annual Return0.600.53
    R-squared (against Standard Index)90.6193.60
    Standard Deviation10.8010.61
    Sharpe Ratio0.540.48
    Treynor Ratio5.084.41