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Nasdaq - Delayed Quote USD

AIM Investment Funds (Invesco Investment Funds) - Invesco Greater China Fund (CACSX)

18.59
+0.27
+(1.47%)
At close: February 25 at 8:00:08 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 10.40%
5y Average Return -3.43%
Number of Years Up 3
Number of Years Down 4
Best 1Y Total Return (Feb 21, 2025) 24.94%
Worst 1Y Total Return (Feb 21, 2025) --
Best 3Y Total Return 24.94%
Worst 3Y Total Return -16.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CACSX
Category
YTD
1.06%
6.62%
1-Month
1.06%
1.20%
3-Month
-3.10%
6.57%
1-Year
15.76%
37.26%
3-Year
-8.08%
13.53%
5-Year
-4.46%
15.37%
10-Year
1.56%
7.09%
Last Bull Market
-2.05%
18.73%
Last Bear Market
3.57%
-27.14%

Annual Total Return (%) History

Year
CACSX
Category
2024
3.75%
--
2023
-12.53%
--
2022
-15.71%
--
2021
-21.79%
--
2020
24.94%
37.10%
2019
20.11%
25.86%
2018
-16.25%
-20.68%
2017
--
42.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.30% 4.58% 8.92% -9.19%
2023 3.97% -9.32% -4.97% -2.37%
2022 -14.12% 3.57% -20.13% 18.66%
2021 4.57% -0.25% -20.03% -6.23%
2020 -8.23% 23.68% 5.80% 4.04%
2019 15.04% -2.24% -1.86% 8.83%
2018 2.36% -2.54% -2.03% -14.31%
2017 11.09% 5.05% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 45
3-Month 69
1-Year 86
3-Year 38
5-Year 80

Load Adjusted Returns

1-Year 15.76%
3-Year -8.08%
5-Year -4.46%
10-Year 1.56%

Performance & Risk

YTD Return 10.40%
5y Average Return -3.43%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Invesco
Net Assets 676.1k
YTD Return 1.06%
Yield 1.58%
Morningstar Rating
Inception Date Apr 23, 2021

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. For this purpose, Greater China currently includes mainland China, Hong Kong, Macau and Taiwan. Up to 20% of the fund's net assets may be invested in equity and equity-related instruments issued by companies or entities not meeting the above requirement or debt securities of issuers worldwide.

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