Morningstar® Investment Profile™   Morningstar®
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Invesco V.I. Discovery Mid Cap Growth II
Release date as of 2024-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Average Average 510
5-Year Average Average 476
10-Year Above Avg Average 382
Overall Above Avg Average 510
Morningstar Category: Mid-Cap Growth | Number of Funds in Category: 510
Data through 2024-05-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 21.55
Mean -0.41
Sharpe Ratio -0.06
Trailing 3-Yr as of 2024-05-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell Mid Cap Growth TR USD
R-Squared 93
Beta 0.95
Alpha -1.97
Trailing 3-Yr as of 2024-05-31
  Principal Risks   
Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, High Portfolio Turnover, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Small Cap, Mid-Cap
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  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
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Returns will vary and shares may be worth more or less than their original cost when sold.