Invesco Funds - Invesco Developed Small and Mid-Cap Fund C Accumulation USD

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds - Invesco Developed Small and Mid-Cap Fund C Accumulation USD
  • Morningstar Gbl SMID NR USD
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev14.85 %
3-Yr Mean Return1.88 %
 
3-Yr Sharpe Ratio-0.02
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar Gbl SMID NR USD  Morningstar Gbl SMID GR USD
3-Yr Beta1.051.05
3-Yr Alpha-4.38-4.87
 
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* This share class has performance data calculated prior to the inception date, 2011-09-30. This is based upon a simulated/extended track record, using the track record of Invesco Global Small Cap Value HN (ISIN: LU0511393646), 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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