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Invesco Capital Appreciation A (OPTFX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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81.78

+0.66

(+0.81%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up31

Number of years down11

Best 1-yr total return (4 Jul 2024)43.58%

Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years

OPTFXCategory average

5 years

OPTFXCategory average

10 years

OPTFXCategory average

Alpha

-2.170.03

0.830.04

-0.340.01

BETA

1.080.01

1.060.01

1.070.01

Mean annual return

0.80.02

1.450.02

1.150.01

R-squared

86.930.89

87.840.87

88.140.87

Standard deviation

20.640.2

20.510.16

17.470.15

Sharpe ratio

0.30.01

0.740.01

0.70.01

Treynor ratio

3.990.21

13.280.21

10.640.15