Morningstar® Investment Profile™   Morningstar®
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  Format
for Print
Invesco VI American Franchise II
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 Below Avg Average 1115
5-Year Average Average 1040
10-Year Average Above Avg 811
Overall Average Above Avg 1115
Morningstar Category: Large Growth | Number of Funds in Category: 1115
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 20.41
Mean 5.81
Sharpe Ratio 0.24
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US LM Brd Growth TR USD
R-Squared 95
Beta 0.91
Alpha -3.25
Trailing 3-Yr as of 2024-02-29
  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.
Show Data Definitions

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