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Invesco Active Allocation C (OAACX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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13.40
+0.01
(+0.07%)
As of 08:06AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
13
Number of years down
5
Best 1-yr total return (4 Jul 2024)
26.08%
Worst 1-yr total return (4 Jul 2024)
N/A
Risk statistics
3 years
OAACX
Category average
5 years
OAACX
Category average
10 years
OAACX
Category average
Alpha
-1.5
-0.02
-1.34
-0.02
-1.73
-0.01
BETA
1.14
0.01
1.24
0.01
1.27
0.01
Mean annual return
0.01
0.01
0.51
0.01
0.45
0.01
R-squared
97.21
0.94
96.43
0.93
96.05
0.93
Standard deviation
14.55
0.16
15.58
0.13
12.94
0.12
Sharpe ratio
-0.23
0.01
0.24
0.01
0.29
0.01
Treynor ratio
-3.79
0.08
2.15
0.08
2.36
0.06
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