Invesco Funds - Invesco India Equity Fund A Annual Distribution USD

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAbove AverageAbove Average3 star
Overall*Above AverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco India Equity Fund A Annual Distribution USD
  • Morningstar India TME NR USD
Volatility Measurements31/01/2024
3-Yr Std Dev13.41 %
3-Yr Mean Return16.93 %
3-Yr Sharpe Ratio1.02
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar India TME NR USD  MSCI India NR USD
3-Yr Beta0.840.83
3-Yr Alpha0.771.08
* This share class has performance data calculated prior to the inception date, 2006-12-11. 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(
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