Nasdaq - Delayed Quote USD
Invesco Income Advantage U.S. Fund R (SCRUX)
10.77
+0.11
+(1.03%)
At close: 8:02:12 PM EDT
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in U.S. equity securities, including common and preferred stock, and ELNs. It may also invest in real estate investment trusts (REITs), which are trusts that sell equity and/or debt securities to investors and use the proceeds to invest in real estate or interests therein.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -1.57% |
| 5y Average Return | 10.83% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.72 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SCRUX | Category Average | SCRUX | Category Average | SCRUX | Category Average | |
| Alpha | -1.24 | -0.05 | -1.65 | -0.05 | -5.2 | -0.04 |
| BETA | 0.72 | 0.01 | 0.72 | 0.01 | 0.81 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 1.04 | 0.01 | 0.47 | 0.01 |
| R-squared | 97.45 | 0.88 | 93.22 | 0.83 | 88.59 | 0.8 |
| Standard Deviation | 12.64 | 0.15 | 12.58 | 0.12 | 13.2 | 0.12 |
| Sharpe Ratio | 0.23 | 0.01 | 0.77 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | 2.98 | 0.1 | 13.29 | 0.1 | 3.64 | 0.09 |
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