Invesco Corporate Bond UK Y Inc (FUND:BJ04F87) - Fund price


Fund Report

Invesco Corporate Bond Fund (UK) Y (Inc)

Morningstar Rating™ (Relative to Category) 29/02/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Corporate BondClick here to see our Methodology
3-YearAverageBelow AverageStarRatingValueLabel_3
5-YearBelow AverageBelow AverageStarRatingValueLabel_3
10-Year--Not Rated
OverallBelow AverageBelow AverageStarRatingValueLabel_3
Modern Portfolio Statistics 29/02/2020
 Standard Index
Markit iBoxx GBP NonGilts TR
Best Fit Index
Markit iBoxx GBP Corp TR
3-Yr R-Squared61.2273.68
3-Yr Beta0.500.50
3-Yr Alpha1.781.56
Return/Risk Analysis 29/02/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation2.112.263.24
3-Yr Mean Return8.124.223.78
Sharpe Ratio3.371.580.99
Sortino Ratio---
Positive Months122841
Negative Months0819
Worst Month0.04-1.09-1.79
This analysis was written for a different share class of this fund. The performance and fee structure of this class may vary from that referenced in the analysis.
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