Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBP

Invesco UK Equity High Income Fund (UK) Z Accumulation (0P0000XBRI.L)

3.5825
+0.0123
+(0.34%)
At close: May 2 at 9:00:00 PM GMT+1

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.99%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 5.90%
5y Average Return 10.66%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
0P0000XBRI.LCategory Average0P0000XBRI.LCategory Average0P0000XBRI.LCategory Average
Alpha -0.18 -- -0.64 -- -4.22 --
BETA 0.98 -- 0.99 -- 1.05 --
Mean Annual Return 0.64 -- 0.94 -- 0.22 --
R-squared 91.34 -- 88.12 -- 81.9 --
Standard Deviation 11.63 -- 12.38 -- 14.23 --
Sharpe Ratio 0.32 -- 0.72 -- 0.09 --
Treynor Ratio 3.24 -- 8.71 -- 0.17 --

Related Tickers