Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/26/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AACFX (INVESCO GREATER CHINA FUND CLASS A) | 10.29% | 15.87% | -4.35% | -3.65% | 1.81% | 2.11% | NA | 5.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AACFX (INVESCO GREATER CHINA FUND CLASS A) | 04/24/2006 | 02/26/2025 |
The return data shown below all have the same latest date: 02/26/2025.
AR inception is since 04/24/2006.
AR inception is since 04/24/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 15.87 | -4.35 | -3.65 | 1.81 | 2.11 | NA | 5.37 | 10.29 | 3.28 | -12.90 | -16.01 | -22.12 | 23.80 | 19.59 | -16.81 | 42.41 | 4.76 | 2.01 | -6.69 | 11.23 | 20.61 | -23.48 | 9.34 | 81.94 | -51.98 | 74.78 | 31.86 |
| Sharpe Ratio | NA | 0.41 | -0.37 | -0.25 | 0.01 | NA | NA | 0.15 | 4.96 | -0.14 | -0.89 | -0.61 | -0.96 | 0.88 | 1.13 | -1.00 | 4.26 | 0.29 | 0.09 | -0.40 | 0.57 | 1.05 | -0.86 | 0.41 | 2.49 | -0.96 | 2.28 | 2.50 |
| Standard Deviation(%) | NA | 22.77 | 24.03 | 24.32 | 20.99 | NA | NA | 25.37 | 17.86 | 23.28 | 19.42 | 28.44 | 22.99 | 26.65 | 16.02 | 18.20 | 9.85 | 15.87 | 21.98 | 16.96 | 19.52 | 19.84 | 27.44 | 22.61 | 32.92 | 54.84 | 31.71 | 18.34 |
| Draw Down(%) | NA | 23.80 | 34.84 | 59.29 | 59.29 | NA | NA | 71.32 | 5.79 | 20.84 | 27.81 | 39.03 | 36.99 | 20.60 | 13.05 | 25.72 | 6.94 | 14.41 | 26.39 | 16.96 | 17.93 | 18.71 | 35.10 | 19.07 | 20.14 | 65.43 | 23.56 | 17.51 |
| Yield(%) | 0.29 | 1.46 | 1.30 | 0.75 | 2.92 | 2.37 | 3.65 | 4.05 | 0.31 | 1.15 | 1.61 | 1.34 | 0.05 | 0.00 | 1.25 | 14.05 | 0.76 | 0.78 | 1.07 | 0.42 | 1.07 | 0.70 | 0.47 | 0.20 | 1.24 | 0.24 | 5.04 | 0.94 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACFX (INVESCO GREATER CHINA FUND CLASS A) |
-21.79%
Jan 2021 - Jan 2024 |
-9.45%
Oct 2017 - Oct 2022 |
-0.44%
Jan 2014 - Jan 2024 |
-2.49%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AACFX (INVESCO GREATER CHINA FUND CLASS A) |
25.48%
Feb 2009 - Feb 2012 |
19.05%
May 2006 - May 2011 |
11.70%
Feb 2009 - Feb 2019 |
10.16%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart