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Invesco Capital Appreciation C (OTFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.02+0.27 (+0.68%)
At close: 08:06AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up21
Number of years down9
Best 1-yr total return (9 Jun 2024)42.43%
Worst 1-yr total return (9 Jun 2024)N/A

Risk statistics

3 years
OTFCXCategory average
5 years
OTFCXCategory average
10 years
OTFCXCategory average
Alpha
-2.490.03
-0.340.04
-1.170.01
BETA
1.080.01
1.060.01
1.070.01
Mean annual return
0.730.02
1.410.02
1.070.01
R-squared
86.380.89
88.010.87
88.150.87
Standard deviation
20.630.2
20.560.16
17.410.15
Sharpe ratio
0.270.01
0.710.01
0.650.01
Treynor ratio
3.380.21
12.850.21
9.660.15