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VY Invesco Equity and Income I (IUAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.70-0.09 (-0.21%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Jun 4, 2024)24.96%
Worst 1 Yr Total Return (Jun 4, 2024)N/A

Risk Statistics

3 Years
IUAIXCategory Average
5 Years
IUAIXCategory Average
10 Years
IUAIXCategory Average
Alpha
2.6-0.02
2.41-0.02
1.12-0.01
BETA
0.950.01
1.110.01
1.140.01
Mean Annual Return
0.370.01
0.840.01
0.640.01
R-squared
84.960.94
86.150.93
84.160.93
Standard Deviation
12.820.16
14.820.13
12.40.12
Sharpe Ratio
0.10.01
0.530.01
0.50.01
Treynor Ratio
0.470.08
6.390.08
4.920.06