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Money
Should you support your children at university or help them on to property ladder?
What parents should consider before making a financial decision
Invesco Summit P (SMMIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.67
-0.16
(-0.60%)
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
31
Number of years down
10
Best 1-yr total return (28 May 2024)
42.13%
Worst 1-yr total return (28 May 2024)
N/A
Risk statistics
3 years
SMMIX
Category average
5 years
SMMIX
Category average
10 years
SMMIX
Category average
Alpha
-7.25
0.03
-1.26
0.04
-0.27
0.01
BETA
1.09
0.01
1.07
0.01
1.1
0.01
Mean annual return
0.22
0.02
1.15
0.02
1.15
0.01
R-squared
86.26
0.89
87.73
0.87
86.92
0.87
Standard deviation
20.76
0.2
21.17
0.16
18.02
0.15
Sharpe ratio
-0.02
0.01
0.55
0.01
0.68
0.01
Treynor ratio
-2.42
0.21
9.3
0.21
10.32
0.15
Data disclaimer
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