Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Invesco VI Health Care I
Release date as of 2024-02-29. 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 158
5-Year Average Average 136
10-Year Below Avg Average 113
Overall Average Average 158
Morningstar Category: Health | Number of Funds in Category: 158
Data through 2024-02-29
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 16.95
Mean 2.87
Sharpe Ratio 0.09
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Health TR USD
R-Squared 91
Beta 1.10
Alpha -4.50
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Active Management, Issuer, Market/Market Volatility, Depositary Receipts, Equity Securities, Industry and Sector Investing, Preferred Stocks, Derivatives, Small Cap, Mid-Cap
Show Risk Definitions
  Investment Risks
Sector Funds: Funds that invest exclusively in one sector or industry involve risks due to the lack of industry diversification and expose the investor to increased industry-specific risks.
Show Data Definitions

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Returns will vary and shares may be worth more or less than their original cost when sold.