Invesco Funds - Invesco Asia Asset Allocation Fund A Accumulation USD

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average2 star
10-YearLowBelow Average1 star
Overall*Below AverageBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Asia Asset Allocation Fund A Accumulation USD
  • Morningstar Asia 50/50 NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev8.96 %
3-Yr Mean Return-3.02 %
 
3-Yr Sharpe Ratio-0.73
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Asia 50/50 NR USD  Morningstar Asia xJpn TME GR USD
3-Yr Beta0.930.62
3-Yr Alpha-5.58-7.22
 
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* This share class has performance data calculated prior to the inception date, 2008-10-31. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)
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