LSE - Delayed Quote GBp

Invesco UK Smaller Companies Equity Fund (UK) Z (Acc) (0P0000XBRF.L)

571.77 -0.26 (-0.05%)
At close: October 4 at 9:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.51%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

Performance & Risk

YTD Return 4.58%
5y Average Return 2.00%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0000XBRF.LCategory Average0P0000XBRF.LCategory Average0P0000XBRF.LCategory Average
Alpha -3.48 -- 0.66 -- 2.99 --
BETA 0.9 -- 0.95 -- 0.95 --
Mean Annual Return -0.46 -- 0.44 -- 0.75 --
R-squared 87.54 -- 91.48 -- 87.77 --
Standard Deviation 17.23 -- 20.34 -- 16.76 --
Sharpe Ratio -0.5 -- 0.16 -- 0.47 --
Treynor Ratio -11.04 -- 1.27 -- 6.99 --

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