Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund C Annual Distribution USD

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearAverageAbove Average3 star
10-YearAbove AverageHigh4 star
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Global Investment Grade Corporate Bond Fund C Annual Distribution USD
  • Morningstar Gbl Corp Bd GR Hdg USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev6.66 %
3-Yr Mean Return1.28 %
 
3-Yr Sharpe Ratio-0.17
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Corp Bd GR Hdg USD  Morningstar Gbl Corp Bd GR Hdg USD
3-Yr Beta1.031.03
3-Yr Alpha-0.23-0.23
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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