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Invesco Capital Appreciation A (OPTFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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75.51-0.19 (-0.25%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up31
Number of Years Down11
Best 1 Yr Total Return (May 21, 2024)43.58%
Worst 1 Yr Total Return (May 21, 2024)N/A

Risk Statistics

3 Years
OPTFXCategory Average
5 Years
OPTFXCategory Average
10 Years
OPTFXCategory Average
Alpha
-2.710.03
0.260.04
-0.330.01
BETA
1.070.01
1.060.01
1.070.01
Mean Annual Return
0.590.02
1.260.02
1.110.01
R-squared
85.960.89
88.330.87
88.050.87
Standard Deviation
20.410.2
20.770.16
17.370.15
Sharpe Ratio
0.20.01
0.620.01
0.680.01
Treynor Ratio
1.850.21
10.920.21
10.30.15