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AIERX: INVESCO INTERNATIONAL GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 23.01 0.17(0.74%) July 08
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 2.38% |
| Expenses | 1.60% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 10.8 | 1.2 | 4.4 | -3.8 | -0.7 | 2.3 | 2.5 | 4.2 | -4.5 | 16.1 | -27.5 | -15.4 | 0.7 | 27.7 | -15.7 | 22.3 | -1.1 | -2.9 | -0.4 | 18.4 | 14.8 | -7.2 | 12.1 | 33.2 | -41.9 | 7.5 | 26.6 | 16.6 | 23.0 | 27.2 | -0.4 |
| Sharpe Ratio | NA | 1.15 | -0.05 | 0.07 | -0.29 | -0.11 | NA | NA | 0.17 | -0.78 | 0.94 | -1.13 | -0.61 | 0.02 | 2.43 | -1.3 | 3.2 | -0.08 | -0.21 | -0.04 | 1.72 | 1.08 | -0.3 | 0.65 | 1.54 | -1.21 | 0.23 | 1.59 | 1.48 | 1.62 | 2.4 | -0.1 |
| Draw Down(%) | NA | 14.8 | 20.6 | 20.6 | 45.2 | 45.2 | NA | NA | 57.5 | 13.1 | 12.3 | 29.6 | 24.4 | 32.9 | 6.1 | 23.1 | 2.2 | 10.2 | 17.2 | 11.2 | 8.9 | 12.9 | 22.5 | 15.1 | 19.2 | 50.8 | 15.4 | 17.8 | 7.2 | 9.5 | 11.6 | 16.8 |
| Standard Deviation(%) | NA | 18.7 | 17.5 | 17.6 | 20.5 | 18.7 | NA | NA | 18.4 | 14.3 | 12.7 | 25.8 | 25.5 | 30.2 | 10.8 | 13.1 | 6.8 | 15.9 | 14.0 | 10.3 | 10.7 | 13.9 | 24.0 | 18.4 | 21.5 | 35.3 | 19.8 | 14.7 | 9.8 | 13.6 | 11.0 | 18.8 |
| Treynor Ratio | NA | 0.3 | -0.01 | 0.02 | -0.09 | -0.03 | NA | NA | 0.04 | -0.19 | 0.18 | -0.45 | -0.34 | 0.01 | 0.38 | -0.26 | 0.35 | -0.02 | -0.03 | -0.01 | 0.24 | 0.19 | -0.09 | 0.14 | 0.46 | -0.54 | 0.05 | 0.25 | 0.18 | 0.26 | 0.38 | -0.03 |
| Alpha | NA | 0.0 | -0.04 | -0.02 | -0.03 | -0.03 | NA | NA | -0.01 | -0.03 | 0.02 | -0.02 | -0.04 | -0.14 | 0.02 | -0.04 | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | -0.04 | -0.03 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.72 | 0.74 | 0.72 | 0.67 | 0.72 | NA | NA | 0.77 | 0.58 | 0.66 | 0.64 | 0.45 | 0.82 | 0.7 | 0.65 | 0.62 | 0.86 | 0.84 | 0.79 | 0.77 | 0.79 | 0.83 | 0.83 | 0.72 | 0.79 | 0.95 | 0.93 | 0.82 | 0.85 | 0.69 | 0.68 |
| RSquared | NA | 0.92 | 0.82 | 0.75 | 0.58 | 0.69 | NA | NA | 0.82 | 0.62 | 0.83 | 0.71 | 0.18 | 0.73 | 0.87 | 0.84 | 0.69 | 0.91 | 0.92 | 0.91 | 0.93 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.88 | 0.9 | 0.75 | 0.65 | 0.75 | 0.83 |
| Yield(%) | N/A | 0.0 | 2.4 | 1.0 | 0.9 | 2.8 | 3.2 | 2.8 | N/A | 2.5 | 0.5 | 0.0 | 1.4 | 0.6 | 12.3 | 7.4 | 2.8 | 1.0 | 1.0 | 4.5 | 1.0 | 0.9 | 0.9 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 424.8 | -83.9 | -82.5 | 254.0 | N/A | N/A | N/A | 424.8 | N/A | -100.0 | 116.8 | -93.9 | 28.2 | 217.0 | 190.0 | -6.2 | -79.5 | 417.2 | 27.2 | -11.3 | 19.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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