Invesco Funds - Invesco Greater China Equity Fund R Accumulation USD

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearBelow AverageBelow Average2 star
10-YearBelow AverageBelow Average2 star
OverallBelow AverageBelow Average2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Greater China Equity Fund R Accumulation USD
  • MSCI Golden Dragon NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev23.33 %
3-Yr Mean Return-4.06 %
 
3-Yr Sharpe Ratio-0.32
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 MSCI Golden Dragon NR USD  MSCI Golden Dragon NR USD
3-Yr Beta1.001.00
3-Yr Alpha-5.94-5.94
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures