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GGHCX: INVESCO GLOBAL HEALTH CARE FUND CLASS A (MUTUAL FUND)
Basic Info 37.03 0.08(0.22%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 12/18/1989 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.21% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -4.4 | 8.9 | 5.5 | 2.9 | 5.9 | 8.0 | 7.4 | 9.5 | 15.5 | 4.0 | 3.0 | -13.5 | 12.0 | 7.4 | 32.0 | 0.3 | 15.5 | -11.7 | 2.7 | 20.2 | 42.6 | 20.8 | 4.2 | 4.7 | 27.5 | -28.4 | 11.5 | 4.4 | 8.7 | 9.2 | 21.4 | -22.7 | 4.8 | 52.0 | 5.6 | 18.4 | 7.9 | 24.0 | 37.0 | 0.3 | 2.6 | -13.5 | 57.9 | 13.1 | 3.1 |
| Sharpe Ratio | NA | -0.82 | 0.47 | 0.17 | 0.02 | 0.24 | NA | NA | 0.44 | 0.81 | 0.03 | -0.05 | -0.68 | 0.74 | 0.24 | 2.19 | -0.07 | 1.28 | -0.6 | 0.13 | 1.33 | 3.56 | 1.7 | 0.2 | 0.3 | 1.48 | -0.99 | 0.69 | 0.09 | 0.65 | 0.7 | 1.42 | -1.05 | 0.1 | 1.92 | 0.13 | 0.81 | 0.28 | 1.36 | 3.38 | -0.23 | 0.03 | -1.01 | 3.51 | 0.58 | 23.38 |
| Draw Down(%) | NA | 11.7 | 13.5 | 16.9 | 25.4 | 29.3 | NA | NA | 40.2 | 13.0 | 13.3 | 10.2 | 24.2 | 11.4 | 29.3 | 8.5 | 18.5 | 7.0 | 18.9 | 20.8 | 11.8 | 6.1 | 8.4 | 19.6 | 14.1 | 17.9 | 39.3 | 6.6 | 11.8 | 7.1 | 8.9 | 13.6 | 26.5 | 19.5 | 13.0 | 14.9 | 23.1 | 19.3 | 17.0 | 6.5 | 16.2 | 21.1 | 26.5 | 6.8 | 15.2 | 0.2 |
| Standard Deviation(%) | NA | 15.3 | 13.3 | 13.6 | 15.6 | 17.5 | NA | NA | 17.1 | 15.6 | 11.8 | 12.0 | 21.9 | 16.3 | 29.9 | 13.9 | 17.1 | 11.6 | 19.7 | 20.0 | 15.1 | 11.9 | 12.3 | 21.2 | 15.0 | 18.5 | 29.4 | 12.1 | 10.5 | 9.8 | 11.6 | 14.6 | 22.7 | 22.6 | 24.9 | 17.6 | 18.3 | 14.9 | 14.8 | 9.7 | 12.0 | 16.3 | 15.7 | 15.3 | 13.1 | 6.6 |
| Treynor Ratio | NA | -0.14 | 0.08 | 0.03 | 0.0 | 0.04 | NA | NA | 0.07 | 0.15 | 0.0 | -0.01 | -0.14 | 0.1 | 0.07 | 0.31 | -0.01 | 0.15 | -0.1 | 0.02 | 0.18 | 0.4 | 0.18 | 0.04 | 0.04 | 0.29 | -0.29 | 0.08 | 0.01 | 0.06 | 0.08 | 0.22 | -0.23 | 0.02 | 0.51 | 0.02 | 0.15 | 0.06 | 0.17 | 0.32 | -0.03 | 0.0 | -0.13 | 0.55 | 0.09 | 1.89 |
| Alpha | NA | -0.03 | -0.03 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | 0.02 | -0.01 | -0.05 | -0.02 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | -0.04 | -0.04 | -0.01 | 0.01 | -0.03 | -0.01 | 0.02 | -0.05 | 0.03 | -0.02 | -0.03 | 0.0 | -0.01 | -0.05 | 0.06 | -0.01 | 0.0 | -0.06 | -0.05 | 0.0 | -0.03 | -0.03 | -0.04 | -0.04 | 0.03 | -0.01 | 0.06 |
| Beta | NA | 0.91 | 0.8 | 0.88 | 0.95 | 1.0 | NA | NA | 1.02 | 0.82 | 0.92 | 0.96 | 1.05 | 1.2 | 1.04 | 0.99 | 1.03 | 0.98 | 1.18 | 1.14 | 1.1 | 1.06 | 1.16 | 1.14 | 1.11 | 0.95 | 1.0 | 1.01 | 1.01 | 1.05 | 1.03 | 0.92 | 1.03 | 1.22 | 0.94 | 0.97 | 0.96 | 0.75 | 1.21 | 1.04 | 0.9 | 1.1 | 1.19 | 0.97 | 0.85 | 0.81 |
| RSquared | NA | 0.88 | 0.82 | 0.85 | 0.86 | 0.85 | NA | NA | 0.8 | 0.83 | 0.83 | 0.87 | 0.92 | 0.69 | 0.92 | 0.91 | 0.9 | 0.7 | 0.94 | 0.93 | 0.89 | 0.86 | 0.87 | 0.95 | 0.91 | 0.9 | 0.94 | 0.83 | 0.79 | 0.84 | 0.79 | 0.78 | 0.83 | 0.67 | 0.53 | 0.69 | 0.69 | 0.43 | 0.59 | 0.59 | 0.55 | 0.7 | 0.77 | 0.72 | 0.85 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 5.1 | 0.0 | 0.0 | 22.3 | 0.0 | 4.5 | 8.1 | 7.3 | 2.2 | 13.4 | 12.5 | 11.3 | 8.5 | 2.3 | 0.0 | 0.0 | 2.1 | 10.1 | 9.9 | 3.3 | 0.0 | 0.0 | 0.0 | 13.6 | 14.6 | 9.7 | 0.0 | 28.1 | 8.8 | 16.4 | 7.1 | 0.3 | 0.0 | 1.0 | 2.8 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | N/A | N/A | -100.0 | 141757.1 | -99.5 | -49.2 | 18.6 | 201.5 | -85.9 | 16.7 | 40.1 | 48.9 | 277.0 | N/A | N/A | -100.0 | -79.1 | -4.0 | 221.4 | N/A | N/A | N/A | -100.0 | 25.1 | 42.1 | N/A | -100.0 | 262.8 | -35.3 | 113.4 | 2061.3 | N/A | -100.0 | -60.0 | 1066.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/1989
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