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 Dow Up0.17% Nasdaq Up0.44%

Invesco Equity and Income Y (ACETX)

11.22 Up 0.02(0.18%) Jul 11

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return(Dec 30, 2013):25.27%
Worst 1 Yr Total Return(Dec 30, 2008):-24.60%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticACETXCategory
Alpha (against Standard Index)2.38-1.68
Beta (against Standard Index)1.101.36
Mean Annual Return1.040.79
R-squared (against Standard Index)89.3294.25
Standard Deviation9.5011.51
Sharpe Ratio1.300.83
Treynor Ratio11.476.90
5 Years
StatisticACETXCategory
Alpha (against Standard Index)0.82-1.85
Beta (against Standard Index)1.181.36
Mean Annual Return1.231.14
R-squared (against Standard Index)92.0094.90
Standard Deviation10.7212.14
Sharpe Ratio1.371.13
Treynor Ratio12.7410.20
10 Years
StatisticACETXCategory
Alpha (against Standard Index)0.12-2.32
Beta (against Standard Index)1.071.33
Mean Annual Return0.690.62
R-squared (against Standard Index)91.6092.91
Standard Deviation10.7813.37
Sharpe Ratio0.620.45
Treynor Ratio5.973.95