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AEDYX: Invesco European Growth Y (MUTUAL FUND)
Basic Info 31.66 0.36(1.12%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 10/10/2008 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 1.39% |
| Expenses | 1.20% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.5 | 5.7 | -1.9 | 12.0 | -0.1 | 3.3 | 6.7 | -21.6 | 4.1 | 0.2 | 24.8 | -18.6 | 27.2 | -2.5 | 4.8 | -6.0 | 23.9 | 21.4 | -4.8 | 12.7 | 37.6 | -2.9 |
| SR | NA | 1.25 | -0.19 | 0.54 | -0.06 | 0.16 | 0.31 | -0.87 | 0.26 | 0.0 | 2.17 | -1.64 | 3.53 | -0.15 | 0.35 | -0.59 | 2.35 | 1.38 | -0.18 | 0.61 | 1.45 | -0.19 |
| DD(%) | NA | 7.0 | 26.6 | 38.7 | 38.7 | 39.7 | 39.7 | 37.0 | 16.5 | 37.8 | 5.9 | 24.6 | 3.2 | 13.3 | 12.1 | 14.9 | 6.7 | 13.4 | 22.4 | 17.1 | 25.1 | 27.7 |
| SD(%) | NA | 17.7 | 23.8 | 20.6 | 20.3 | 16.9 | 20.2 | 26.5 | 15.6 | 29.9 | 10.8 | 12.2 | 7.6 | 18.2 | 13.9 | 10.2 | 10.2 | 15.6 | 26.6 | 20.5 | 25.8 | 67.0 |
| TR | NA | 0.23 | -0.05 | 0.12 | -0.01 | 0.03 | 0.07 | -0.23 | 0.05 | 0.0 | 0.26 | -0.24 | 0.35 | -0.03 | 0.06 | -0.08 | 0.34 | 0.28 | -0.06 | 0.16 | 0.5 | -0.15 |
| Alpha(%) | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.04 | -0.02 | 0.01 | -0.03 | 0.02 | -0.01 | 0.02 | 0.0 | 0.02 | 0.02 | 0.02 | 0.03 | 0.04 | -0.07 |
| Beta(%) | NA | 0.97 | 1.01 | 0.94 | 0.92 | 0.88 | 0.84 | 1.01 | 0.86 | 0.88 | 0.89 | 0.82 | 0.77 | 0.86 | 0.78 | 0.74 | 0.69 | 0.77 | 0.83 | 0.79 | 0.76 | 0.84 |
| RS | NA | 0.96 | 0.97 | 0.91 | 0.93 | 0.92 | 0.93 | 0.92 | 0.56 | 0.96 | 0.9 | 0.9 | 0.8 | 0.93 | 0.91 | 0.89 | 0.89 | 0.93 | 0.96 | 0.96 | 0.95 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/2008
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See EUROPE STOCK Asset Class Trend Rankings |
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