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Invesco Large Cap Basic Value Instl (LCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.41-0.20 (-1.02%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up6
Number of years down4
Best 1-yr total return (2 Jul 2024)32.32%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
LCBIXCategory average
5 years
LCBIXCategory average
10 years
LCBIXCategory average
Alpha
-7.4-0.12
-8.88-0.08
-8.95-0.07
BETA
1.030.01
1.230.01
1.240.01
Mean annual return
0.330.01
0.820.01
0.590.01
R-squared
65.550.78
70.640.72
69.950.73
Standard deviation
22.620.28
26.320.23
22.570.2
Sharpe ratio
0.030
0.290.01
0.240.01
Treynor ratio
-1.860.06
3.430.09
2.440.08