Invesco Funds- Developing Markets Equity Fund S Accumulation USD

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*AverageAverage3 star
5-Year*Above AverageBelow Average4 star
10-Year*Above AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Invesco Funds- Developing Markets Equity Fund S Accumulation USD
  • MSCI EM NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev*15.24 %
3-Yr Mean Return*8.91 %
 
3-Yr Sharpe Ratio*0.54
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI EM NR USD  Morningstar Asia Pac xJpn NR USD
3-Yr Beta*1.001.03
3-Yr Alpha*0.40-1.28
 
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* This share class has performance data calculated prior to the inception date, 2019-08-26. This is based upon a simulated/extended track record, using the track record of Oppenheimer Dev Mkts Eq UCITS I1 Acc (ISIN: IE00BYMPF503), 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)