Morningstar® Investment Profile™   Morningstar®
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Invesco VI American Franchise I
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 1100
5-Year Average Average 1026
10-Year Average Average 798
Overall Average Average 1100
Morningstar Category: Large Growth | Number of Funds in Category: 1100
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 20.74
Mean 5.66
Sharpe Ratio 0.21
Trailing 3-Yr as of 2024-05-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM Brd Growth TR USD
R-Squared 95
Beta 0.92
Alpha -2.51
Trailing 3-Yr as of 2024-05-31
  Principal Risks   
Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Nondiversification, Active Management, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Mid-Cap
Show Risk Definitions
  Investment Risks
Non-Diversified Funds: Funds that invest more of their assets in a single issuer involve additional risks, including share price fluctuations, because of the increased concentration of investments.
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Returns will vary and shares may be worth more or less than their original cost when sold.