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+52.41
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BRANDS
Family-run Stilton maker on Brexit and copycats
'We want people to eat more cheese for breakfast'
Invesco Equity and Income C (ACERX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.37
+0.02
(+0.19%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
22
Number of years down
8
Best 1-yr total return (9 May 2024)
24.02%
Worst 1-yr total return (9 May 2024)
N/A
Risk statistics
3 years
ACERX
Category average
5 years
ACERX
Category average
10 years
ACERX
Category average
Alpha
2.06
-0.02
1.29
-0.02
0.28
-0.01
BETA
0.95
0.01
1.11
0.01
1.14
0.01
Mean annual return
0.29
0.01
0.64
0.01
0.56
0.01
R-squared
84.83
0.94
86.42
0.93
84.02
0.93
Standard deviation
12.81
0.16
14.89
0.13
12.34
0.12
Sharpe ratio
0.03
0.01
0.37
0.01
0.42
0.01
Treynor ratio
-0.41
0.08
4.14
0.08
4.07
0.06
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