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VY Invesco Equity and Income I (IUAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.19+0.07 (+0.16%)
As of 08:05AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 9, 2024)24.96%
Worst 1 Yr Total Return (May 9, 2024)N/A

Risk Statistics

3 Years
IUAIXCategory Average
5 Years
IUAIXCategory Average
10 Years
IUAIXCategory Average
Alpha
2.98-0.02
2.25-0.02
1.19-0.01
BETA
0.950.01
1.120.01
1.140.01
Mean Annual Return
0.370.01
0.730.01
0.640.01
R-squared
85.190.94
86.410.93
84.250.93
Standard Deviation
12.810.16
15.040.13
12.40.12
Sharpe Ratio
0.10.01
0.430.01
0.50.01
Treynor Ratio
0.590.08
5.020.08
4.920.06