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Nasdaq - Delayed Quote USD

Invesco Core Bond R6 (OPBIX)

5.58
+0.01
+(0.18%)
At close: 8:01:55 PM EDT

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in investment-grade debt securities (generally referred to as "bonds"), and in derivatives and other instruments that have economic characteristics similar to such securities. The fund invests in securities that are rated investment-grade at the time of purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.75%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

Performance & Risk

YTD Return 0.92%
5y Average Return -0.28%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
OPBIXCategory AverageOPBIXCategory AverageOPBIXCategory Average
Alpha 0.12 0 0.92 0 0.4 0
BETA 1.02 0.01 1.03 0.01 1.02 0.01
Mean Annual Return 0.07 0 0.05 0 0.17 0
R-squared 97.95 0.84 96.86 0.86 94.7 0.86
Standard Deviation 7.89 0.04 6.65 0.03 5.24 0.03
Sharpe Ratio -0.47 0.01 -0.32 0.01 0 0.01
Treynor Ratio -3.99 0.07 -2.3 0.02 -0.11 0.03

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