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Invesco Capital Appreciation R5 (CPTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.41+0.18 (+0.22%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up3
Number of years down1
Best 1-yr total return (24 Jun 2024)36.75%
Worst 1-yr total return (24 Jun 2024)N/A

Risk statistics

3 years
CPTUXCategory average
5 years
CPTUXCategory average
10 years
CPTUXCategory average
Alpha
-1.470.03
0.720.04
-0.270.01
BETA
1.080.01
1.060.01
1.070.01
Mean annual return
0.820.02
1.50.02
1.140.01
R-squared
86.420.89
88.030.87
88.150.87
Standard deviation
20.650.2
20.580.16
17.430.15
Sharpe ratio
0.320.01
0.760.01
0.70.01
Treynor ratio
4.40.21
13.990.21
10.60.15