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Nasdaq - Delayed Quote USD

Invesco MSCI World SRI Index C (VSQCX)

13.76
-0.16
(-1.15%)
At close: 8:02:20 PM EDT

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities represented in the MSCI World SRI Index and in derivatives and other instruments that have economic characteristics similar to such securities. The index is a free float-adjusted market capitalization weighted index that is designed to represent the performance of companies that have high Environmental, Social and Governance (ESG) ratings relative to their sector peers, as determined by MSCI, the index provider of the index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.63%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -13.33%
5y Average Return 12.51%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
VSQCXCategory AverageVSQCXCategory AverageVSQCXCategory Average
Alpha -2.56 -0.01 -2.03 -0.01 -- -0
BETA 1.06 0.01 1.05 0.01 -- 0.01
Mean Annual Return 0.47 0.01 1.17 0.01 -- 0.01
R-squared 95.25 0.95 94.2 0.93 -- 0.91
Standard Deviation 17.61 0.18 17.17 0.15 -- 0.15
Sharpe Ratio 0.06 0.01 0.66 0.01 -- 0.01
Treynor Ratio -0.39 0.12 10.07 0.12 -- 0.09

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