Invesco Funds - Invesco Global Targeted Returns Fund Z Accumulation EUR

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearLowBelow Average2 star
10-Year--Not Rated
OverallLowBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Global Targeted Returns Fund Z Accumulation EUR
  • Morningstar EU Cau Gbl Tgt Alloc NR EUR
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev5.94 %
3-Yr Mean Return-5.34 %
 
3-Yr Sharpe Ratio-0.97
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Morningstar EU Cau Gbl Tgt Alloc NR EUR  FSE TecDAX TR EUR
3-Yr Beta0.470.13
3-Yr Alpha-2.63-2.90
 
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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)