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Invesco Capital Appreciation A (OPTFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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79.65

+0.13

(+0.16%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up31

Number of Years Down11

Best 1 Yr Total Return (Jun 13, 2024)43.58%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

OPTFXCategory Average

5 Years

OPTFXCategory Average

10 Years

OPTFXCategory Average

Alpha

-1.710.03

0.440.04

-0.40.01

BETA

1.080.01

1.060.01

1.070.01

Mean Annual Return

0.80.02

1.470.02

1.130.01

R-squared

86.420.89

88.040.87

88.160.87

Standard Deviation

20.650.2

20.580.16

17.420.15

Sharpe Ratio

0.310.01

0.750.01

0.690.01

Treynor Ratio

4.150.21

13.690.21

10.460.15