Invesco Funds - Invesco Euro Ultra-Short Term Debt Fund A Annual Distribution EUR

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-Year - - -
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Euro Ultra-Short Term Debt Fund A Annual Distribution EUR
  • FTSE EUR EuroDep 3 Mon EUR
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev4.31 %
3-Yr Mean Return0.99 %
 
3-Yr Sharpe Ratio-0.33
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 FTSE EUR EuroDep 3 Mon EUR  Markit iBoxx EUR Corp Subordinated TR
3-Yr Beta2.510.07
3-Yr Alpha-0.53-0.26
 
 
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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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