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OTC Markets OTCPK - Delayed Quote USD

AIM Investment Funds (Invesco Investment Funds) - Invesco U.S. Managed Volatility Fund (USMVX)

10.79
0.00
(0.00%)
At close: January 30 at 3:00:00 PM EST

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 equity securities of U.S. large capitalization ("large cap") companies. The fund will also invest in derivatives that the Adviser believes will decrease the volatility level of the fund's annual returns.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.25%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 2

Performance & Risk

YTD Return 0.07%
5y Average Return 6.93%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
USMVXCategory AverageUSMVXCategory AverageUSMVXCategory Average
Alpha 1.2 -0.01 0.51 -0.01 -- -0.01
BETA 0.67 0.01 0.74 0.01 -- 0.01
Mean Annual Return 0.66 0.01 0.74 0.01 -- 0.01
R-squared 81.42 0.94 85.01 0.95 -- 0.95
Standard Deviation 15.58 0.17 14.97 0.19 -- 0.15
Sharpe Ratio -0.98 0 -0.64 0.01 -- 0.01
Treynor Ratio 9.07 0.03 8.99 0.1 -- 0.1

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