Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
HKSE - Delayed Quote HKD

Invesco Age 65 Plus-H (0P00019QRJ.HK)

11.715
-0.031
(-0.27%)
At close: March 7 at 4:00:00 AM GMT+8

Performance Overview

Morningstar Return Rating --
YTD Return 0.47%
5y Average Return 0.70%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 6, 2025) 9.70%
Worst 1Y Total Return (Mar 6, 2025) --
Best 3Y Total Return 9.70%
Worst 3Y Total Return -2.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019QRJ.HK
Category
YTD
0.82%
0.00%
1-Month
0.82%
0.00%
3-Month
1.30%
0.00%
1-Year
4.86%
0.00%
3-Year
-0.43%
0.00%
5-Year
0.95%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019QRJ.HK
Category
2024
3.88%
--
2023
8.53%
--
2022
-15.18%
--
2021
0.69%
--
2020
9.70%
--
2019
9.09%
--
2018
-1.68%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.30% 0.06% 3.93% -1.40%
2023 4.19% 0.24% -2.68% 6.77%
2022 -5.39% -7.36% -4.95% 1.82%
2021 -1.71% 2.05% -0.54% 0.94%
2020 -0.61% 4.58% 2.23% 3.24%
2019 3.93% 2.56% 2.38% -0.04%
2018 0.27% -0.77% 0.00% -1.18%
2017 1.19% 1.33% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 45
3-Month 23
1-Year 5
3-Year 5
5-Year 18

Load Adjusted Returns

1-Year 4.86%
3-Year -0.43%
5-Year 0.95%
10-Year --

Performance & Risk

YTD Return 0.47%
5y Average Return 0.70%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Hong Kong Limited
Net Assets 1.32B
YTD Return 0.82%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2017

Fund Summary

null

Related Tickers