Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Balanced-Risk Allocation Fund C Accumulation EUR
  • Morningstar EU Mod Gbl Tgt Alloc NR EUR
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev9.28 %
3-Yr Mean Return-0.49 %
 
3-Yr Sharpe Ratio-0.31
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  Morningstar EU Mod Gbl Tgt Alloc NR EUR
3-Yr Beta1.001.00
3-Yr Alpha-4.11-4.11
 
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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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