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3988.HK vs. AACFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between 3988.HK and AACFX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

3988.HK vs. AACFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank of China Limited (3988.HK) and Invesco Greater China Fund (AACFX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
312.98%
118.82%
3988.HK
AACFX

Key characteristics

Returns By Period


3988.HK

YTD

20.41%

1M

11.59%

6M

26.78%

1Y

43.69%

5Y*

19.99%

10Y*

6.15%

AACFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

3988.HK vs. AACFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

3988.HK
The Risk-Adjusted Performance Rank of 3988.HK is 9494
Overall Rank
The Sharpe Ratio Rank of 3988.HK is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of 3988.HK is 9191
Sortino Ratio Rank
The Omega Ratio Rank of 3988.HK is 9191
Omega Ratio Rank
The Calmar Ratio Rank of 3988.HK is 9898
Calmar Ratio Rank
The Martin Ratio Rank of 3988.HK is 9595
Martin Ratio Rank

AACFX
The Risk-Adjusted Performance Rank of AACFX is 5353
Overall Rank
The Sharpe Ratio Rank of AACFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AACFX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AACFX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AACFX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of AACFX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

3988.HK vs. AACFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank of China Limited (3988.HK) and Invesco Greater China Fund (AACFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
1.82
0.20
3988.HK
AACFX

Dividends

3988.HK vs. AACFX - Dividend Comparison

3988.HK's dividend yield for the trailing twelve months is around 11.61%, while AACFX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
3988.HK
Bank of China Limited
11.61%6.53%8.45%9.12%8.46%7.90%6.33%6.26%5.01%6.02%6.86%5.65%
AACFX
Invesco Greater China Fund
1.28%1.10%1.94%1.62%0.06%0.00%1.04%1.04%0.54%0.73%1.07%0.45%

Drawdowns

3988.HK vs. AACFX - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-2.79%
-45.81%
3988.HK
AACFX

Volatility

3988.HK vs. AACFX - Volatility Comparison

Bank of China Limited (3988.HK) has a higher volatility of 12.70% compared to Invesco Greater China Fund (AACFX) at 0.00%. This indicates that 3988.HK's price experiences larger fluctuations and is considered to be riskier than AACFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
12.70%
0
3988.HK
AACFX