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AMCYX: INVESCO GREATER CHINA FUND CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | China Region |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 10/10/2008 |
| Last Dividend Date: | 02/19/2025 |
| 12-Mo. Yield | 1.84% |
| Expenses | 1.61% |
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Performance Analytics (As of 02/26/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 16.2 | -4.4 | -3.4 | 2.1 | 2.4 | 6.0 | 10.3 | 3.5 | -12.7 | -15.8 | -21.9 | 24.1 | 19.9 | -16.6 | 42.7 | 5.0 | 2.3 | -6.4 | 11.5 | 20.8 | -23.3 | 9.6 | 82.5 | 7.7 |
| Sharpe Ratio | NA | 0.43 | -0.36 | -0.24 | 0.02 | NA | 0.21 | 4.97 | -0.13 | -0.88 | -0.61 | -0.95 | 0.89 | 1.15 | -0.99 | 4.29 | 0.3 | 0.1 | -0.38 | 0.59 | 1.06 | -0.85 | 0.42 | 2.51 | 0.47 |
| Draw Down(%) | NA | 23.7 | 34.8 | 59.1 | 59.1 | NA | 59.1 | 5.8 | 20.8 | 27.6 | 39.0 | 36.9 | 20.6 | 13.0 | 25.6 | 6.9 | 14.4 | 26.3 | 16.9 | 17.9 | 18.6 | 35.0 | 19.0 | 20.1 | 31.8 |
| Standard Deviation(%) | NA | 22.7 | 24.0 | 24.3 | 21.0 | NA | 24.0 | 17.9 | 23.2 | 19.4 | 28.4 | 23.0 | 26.7 | 16.0 | 18.2 | 9.8 | 15.9 | 22.0 | 17.0 | 19.5 | 19.8 | 27.4 | 22.6 | 32.9 | 84.9 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.18 | NA | 2.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.52 | -85.52 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | NA | NA | NA | 0.01 | NA | 0.03 | NA | NA | NA | NA | NA | NA | 0.07 | -0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | NA | NA | NA | 0.02 | NA | 0.02 | NA | NA | NA | NA | NA | NA | 0.07 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.4 | 1.4 | 1.9 | 1.6 | 0.3 | 0.0 | 1.5 | 14.3 | 1.0 | 1.1 | 1.4 | 0.7 | 1.3 | 1.0 | 0.7 | 0.5 | 1.5 | 0.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -72.1 | -37.3 | 0.4 | 389.5 | N/A | -100.0 | -92.7 | 1867.5 | 6.8 | -25.1 | 87.1 | -45.4 | 61.1 | 3.1 | 70.5 | -43.8 | 213.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2008
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See China Region Asset Class Trend Rankings |
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