Morningstar® Investment Profile™   Morningstar®
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for Print
Invesco V.I. Discovery Mid Cap Growth II
Release date as of 2022-07-31. 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 538
5-Year Above Avg Average 493
10-Year Average Average 381
Overall Average Average 538
Morningstar Category: Mid-Cap Growth | Number of Funds in Category: 538
Data through 2022-07-31
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 23.67
Mean 8.74
Sharpe Ratio 0.45
Trailing 3-Yr as of 2022-07-31
  Modern Portfolio Theory Statistics
Best Fit Index
Russell Mid Cap Growth TR USD
R-Squared 95
Beta 0.98
Alpha 1.37
Trailing 3-Yr as of 2022-07-31
  Principal Risks   
Event-Driven Investment/Arbitrage Strategies, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Market/Market Volatility, Equity Securities, Industry and Sector Investing, 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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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.