Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IACFX (INVESCO GREATER CHINA FUND CLASS R5) | NA | 17.10% | -6.22% | -3.31% | 2.84% | 1.91% | NA | … | … |
Data as of 12/13/2024, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IACFX (INVESCO GREATER CHINA FUND CLASS R5) | 04/18/2006 | 12/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.10 | -6.22 | -3.31 | 2.84 | 1.91 | NA | … | … | 14.07 | -12.52 | -15.77 | -21.87 | 24.26 | 20.17 | -16.50 | 42.96 | 5.27 | 2.48 | -6.26 | 11.72 | 21.17 | -23.08 | 10.01 | 83.07 | -51.67 | 75.36 | 30.21 |
| Sharpe Ratio | NA | 0.52 | -0.44 | -0.24 | 0.06 | NA | NA | … | … | 0.39 | -0.86 | -0.61 | -0.95 | 0.90 | 1.17 | -0.98 | 4.31 | 0.32 | 0.11 | -0.37 | 0.60 | 1.07 | -0.84 | 0.44 | 2.52 | -0.96 | 2.30 | 2.28 |
| Standard Deviation(%) | NA | 20.23 | 23.05 | 23.77 | 20.64 | NA | NA | … | … | 20.25 | 19.59 | 28.43 | 22.98 | 26.68 | 16.02 | 18.18 | 9.87 | 15.88 | 22.03 | 16.95 | 19.53 | 19.83 | 27.42 | 22.61 | 32.94 | 54.83 | 31.65 | 18.43 |
| Draw Down(%) | NA | 16.61 | 38.92 | 59.09 | 59.09 | NA | NA | … | … | 16.61 | 27.52 | 38.92 | 36.85 | 20.56 | 12.94 | 25.45 | 6.93 | 14.39 | 26.32 | 16.89 | 17.78 | 18.55 | 34.94 | 18.87 | 20.09 | 65.28 | 23.56 | 17.49 |
| Yield(%) | 0.00 | 2.49 | 1.25 | 1.07 | 3.40 | 2.51 | 4.22 | … | … | 0.00 | 2.07 | 1.64 | 0.34 | 0.00 | 1.76 | 14.47 | 1.23 | 1.31 | 1.63 | 0.92 | 1.45 | 1.29 | 0.95 | 0.84 | 1.83 | 0.82 | 5.27 | 0.98 |
Data as of 12/13/2024, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACFX (INVESCO GREATER CHINA FUND CLASS R5) |
-21.53%
Jan 2021 – Jan 2024 |
-9.12%
Oct 2017 – Oct 2022 |
-0.03%
Jan 2014 – Jan 2024 |
-2.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACFX (INVESCO GREATER CHINA FUND CLASS R5) |
26.23%
Feb 2009 – Feb 2012 |
19.68%
May 2006 – May 2011 |
12.25%
Feb 2009 – Feb 2019 |
10.68%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart