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Invesco Global Core Equity C (AWSCX)

15.38 -0.16 (-1.03%)
At close: 8:01 PM EDT

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, and in derivatives and other instruments, including depositary receipts that have economic characteristics similar to such securities. The principal types of equity securities in which the fund invests are common and preferred stock. It may invest up to 20% of its net assets in securities of issuers located in emerging markets countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.16%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 8

Performance & Risk

YTD Return 16.69%
5y Average Return 8.62%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AWSCXCategory AverageAWSCXCategory AverageAWSCXCategory Average
Alpha -2.69 -0.01 -2.94 -0.01 -3.12 -0
BETA 1.01 0.01 1.05 0.01 1.05 0.01
Mean Annual Return 0.54 0.01 0.89 0.01 0.61 0.01
R-squared 91.35 0.95 94.23 0.93 94.62 0.91
Standard Deviation 17.47 0.18 18.77 0.15 15.9 0.15
Sharpe Ratio 0.16 0.01 0.44 0.01 0.36 0.01
Treynor Ratio 1.24 0.12 6.45 0.12 4.32 0.09

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