Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Invesco V.I. Discovery Mid Cap Growth II
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Average 512
5-Year Average Average 477
10-Year Above Avg Average 380
Overall Above Avg Average 512
Morningstar Category: Mid-Cap Growth | Number of Funds in Category: 512
Data through 2024-10-31
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 20.43
Mean -3.22
Sharpe Ratio -0.26
Trailing 3-Yr as of 2024-10-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell Mid Cap Growth TR USD
R-Squared 93
Beta 0.94
Alpha -4.03
Trailing 3-Yr as of 2024-10-31
  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
Show Risk Definitions
  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.
Show Data Definitions

© Copyright 2024 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.