Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CACSX (Invesco Greater China Fund Cl R6) | NA | 16.40% | -3.95% | -3.24% | NA | NA | NA | … | … |
Data as of 02/26/2025, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACSX (Invesco Greater China Fund Cl R6) | 04/05/2017 | 02/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.37 | 16.40 | -3.95 | -3.24 | NA | NA | NA | … | … | 9.93 | 3.73 | -12.52 | -15.70 | -21.79 | 24.28 | 20.35 | -16.50 | 26.86 |
| Sharpe Ratio | NA | 0.41 | -0.36 | -0.24 | NA | NA | NA | … | … | 4.67 | -0.12 | -0.87 | -0.60 | -0.95 | 0.90 | 1.18 | -0.98 | 3.68 |
| Standard Deviation(%) | NA | 22.82 | 24.05 | 24.34 | NA | NA | NA | … | … | 18.08 | 23.30 | 19.43 | 28.46 | 23.00 | 26.68 | 16.04 | 18.16 | 10.13 |
| Draw Down(%) | NA | 23.74 | 34.72 | 59.03 | NA | NA | NA | … | … | 5.80 | 20.78 | 27.55 | 38.88 | 36.79 | 20.54 | 12.95 | 25.42 | 6.93 |
| Yield(%) | 0.42 | 2.12 | 1.72 | 1.08 | 2.68 | 1.79 | 1.34 | … | … | 0.46 | 1.66 | 2.07 | 1.71 | 0.37 | 0.00 | 1.97 | 14.48 | 1.14 |
Data as of 02/26/2025, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACSX (Invesco Greater China Fund Cl R6) |
-21.48%
Jan 2021 – Jan 2024 |
-9.06%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACSX (Invesco Greater China Fund Cl R6) |
10.37%
Apr 2018 – Apr 2021 |
0.27%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart