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Invesco Summit S (SMMSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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27.08
-0.18
(-0.66%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
11
Number of years down
3
Best 1-yr total return (27 Jun 2024)
42.00%
Worst 1-yr total return (27 Jun 2024)
N/A
Risk statistics
3 years
SMMSX
Category average
5 years
SMMSX
Category average
10 years
SMMSX
Category average
Alpha
-6.35
0.03
-1.39
0.04
-0.33
0.01
BETA
1.1
0.01
1.08
0.01
1.1
0.01
Mean annual return
0.42
0.02
1.35
0.02
1.17
0.01
R-squared
86.64
0.89
87.6
0.87
87.05
0.87
Standard deviation
21.04
0.2
21.05
0.16
18.09
0.15
Sharpe ratio
0.09
0.01
0.66
0.01
0.69
0.01
Treynor ratio
-0.3
0.21
11.7
0.21
10.5
0.15
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