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    Invesco Summit P (SMMIX)

    17.92 Up 0.06(0.34%) Jul 30

    Risk as of Jun 29, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up24
    Number of Years Down8
    Best 1 Yr Total Return(Dec 30, 2013):37.89%
    Worst 1 Yr Total Return(Dec 30, 2008):-37.28%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSMMIXCategory
    Alpha (against Standard Index)0.210.29
    Beta (against Standard Index)1.081.00
    Mean Annual Return1.501.39
    R-squared (against Standard Index)79.5477.70
    Standard Deviation10.409.76
    Sharpe Ratio1.731.71
    Treynor Ratio17.4517.54
    5 Years
    StatisticSMMIXCategory
    Alpha (against Standard Index)-1.60-1.18
    Beta (against Standard Index)1.081.06
    Mean Annual Return1.381.39
    R-squared (against Standard Index)88.9788.14
    Standard Deviation13.7713.62
    Sharpe Ratio1.201.23
    Treynor Ratio15.4815.98
    10 Years
    StatisticSMMIXCategory
    Alpha (against Standard Index)0.380.38
    Beta (against Standard Index)0.941.02
    Mean Annual Return0.720.77
    R-squared (against Standard Index)85.7787.84
    Standard Deviation14.9716.14
    Sharpe Ratio0.490.49
    Treynor Ratio6.846.76