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AIEVX: Invesco International Growth R5 (MUTUAL FUND)
Basic Info 34.81 0.19(0.55%) October 22
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/22/2002 |
| Last Dividend Date: | 12/11/2020 |
| 12-Mo. Yield | 12.15% |
| Expenses | 0.99% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 5.3 | 17.0 | 13.3 | 9.7 | 7.8 | 5.7 | 7.7 | 13.7 | 28.4 | -15.1 | 23.0 | -0.5 | -2.3 | 0.2 | 19.1 | 15.6 | -6.6 | 12.9 | 35.5 | -40.5 | 15.0 | 28.5 | 18.2 | 24.1 | 27.6 | -16.4 |
| SR | NA | 0.5 | 1.25 | 0.66 | 0.57 | 0.49 | NA | 0.4 | 0.48 | 2.5 | -1.25 | 3.32 | -0.05 | -0.17 | 0.02 | 1.78 | 1.13 | -0.28 | 0.69 | 1.65 | -1.17 | 0.67 | 1.73 | 1.64 | 1.7 | 2.43 | -1.27 |
| DD(%) | NA | 7.3 | 7.3 | 32.9 | 32.9 | 32.9 | NA | 53.8 | 32.9 | 6.1 | 22.5 | 2.3 | 10.1 | 17.0 | 11.1 | 8.8 | 12.8 | 22.3 | 15.1 | 19.1 | 50.5 | 12.7 | 17.7 | 7.1 | 9.5 | 11.4 | 24.8 |
| SD(%) | NA | 13.1 | 13.6 | 19.1 | 15.9 | 15.0 | NA | 17.5 | 27.9 | 10.8 | 13.1 | 6.8 | 15.8 | 14.0 | 10.3 | 10.7 | 13.9 | 24.0 | 18.4 | 21.5 | 35.2 | 18.1 | 14.6 | 9.8 | 13.6 | 11.1 | 20.7 |
| TR | NA | 0.11 | 0.29 | 0.17 | 0.12 | 0.1 | NA | 0.09 | 0.16 | 0.39 | -0.25 | 0.36 | -0.01 | -0.03 | 0.0 | 0.25 | 0.2 | -0.08 | 0.15 | 0.49 | -0.53 | 0.13 | 0.27 | 0.2 | 0.27 | 0.39 | -0.35 |
| Alpha(%) | NA | 0.01 | 0.01 | -0.03 | -0.02 | -0.01 | NA | 0.0 | -0.11 | 0.02 | -0.03 | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | -0.03 | 0.0 | 0.01 | 0.02 | 0.03 | 0.01 | -0.02 |
| Beta(%) | NA | 0.57 | 0.59 | 0.76 | 0.74 | 0.77 | NA | 0.79 | 0.86 | 0.7 | 0.65 | 0.62 | 0.86 | 0.84 | 0.79 | 0.77 | 0.79 | 0.83 | 0.83 | 0.72 | 0.79 | 0.92 | 0.93 | 0.82 | 0.85 | 0.69 | 0.74 |
| RS | NA | 0.77 | 0.76 | 0.86 | 0.84 | 0.88 | NA | 0.91 | 0.9 | 0.87 | 0.84 | 0.69 | 0.91 | 0.92 | 0.9 | 0.93 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.97 | 0.9 | 0.76 | 0.65 | 0.73 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Growth Asset Class Trend Rankings |
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