Prices updated on 29 Apr 2025 | Print
Invesco High Yield UK Z Inc
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
This is included in our:
Before investing please read:
Morningstar systematic risk rating indicatorTM
| Lower Risk | Higher risk | |||||
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
| Potentially Lower Returns | Potentially Higher Returns | |||||
Source: Morningstar
Benchmarks
Category
GBP High Yield Bond
Morningstar ratingTM
Morningstar ratingTM (relative to category)
31/03/2025
| Morningstar return | Morningstar risk (rel to cat) | Morningstar ratingTM | |
|---|---|---|---|
| 3-Year | High | Average | |
| 5-Year | Above Average | Below Average | |
| 10-Year | Above Average | Above Average | |
| Overall | Above Average | Average |
Category: GBP High Yield Bond
Modern portfolio statistics
| Category Index GBP High Yield Bond | |
|---|---|
| 3-Yr R-Squared | 90.53 |
| 3-Yr Beta | 0.96 |
| 3-Yr Alpha | -1.07 |
Return/Risk analysis
| Risk measurement | 1 year | 3 years | 5 years |
|---|---|---|---|
| Standard deviation | 2.09 | 7.47 | 6.88 |
| Sharpe ratio | 2.00 | 0.21 | 0.89 |
| Sortino ratio | 3.87 | 0.27 | 1.37 |
| Positive months | 11 | - | 43 |
| Negative months | 1 | - | 17 |
| Worst month | -0.65 | -12.55 | -15.72 |
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