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ASIAX vs. CQQQ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASIAX vs. CQQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco EQV Asia Pacific Equity Fund (ASIAX) and Invesco China Technology ETF (CQQQ). The values are adjusted to include any dividend payments, if applicable.

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ASIAX vs. CQQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASIAX
Invesco EQV Asia Pacific Equity Fund
-2.04%24.56%9.59%0.87%-10.82%-6.10%25.76%17.78%-11.50%29.13%
CQQQ
Invesco China Technology ETF
-11.50%34.96%9.84%-16.71%-30.09%-24.54%57.33%33.57%-34.77%74.31%

Returns By Period

In the year-to-date period, ASIAX achieves a -2.04% return, which is significantly higher than CQQQ's -11.50% return. Over the past 10 years, ASIAX has outperformed CQQQ with an annualized return of 7.03%, while CQQQ has yielded a comparatively lower 3.76% annualized return.


ASIAX

1D
-0.65%
1M
-11.53%
YTD
-2.04%
6M
3.87%
1Y
25.13%
3Y*
8.75%
5Y*
2.08%
10Y*
7.03%

CQQQ

1D
2.91%
1M
-11.62%
YTD
-11.50%
6M
-20.29%
1Y
6.15%
3Y*
0.59%
5Y*
-10.73%
10Y*
3.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASIAX vs. CQQQ - Expense Ratio Comparison

ASIAX has a 1.45% expense ratio, which is higher than CQQQ's 0.70% expense ratio.


Return for Risk

ASIAX vs. CQQQ — Risk / Return Rank

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

ASIAX
ASIAX Risk / Return Rank: 8080
Overall Rank
ASIAX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ASIAX Sortino Ratio Rank: 8181
Sortino Ratio Rank
ASIAX Omega Ratio Rank: 7878
Omega Ratio Rank
ASIAX Calmar Ratio Rank: 8181
Calmar Ratio Rank
ASIAX Martin Ratio Rank: 8080
Martin Ratio Rank

CQQQ
CQQQ Risk / Return Rank: 1818
Overall Rank
CQQQ Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
CQQQ Sortino Ratio Rank: 2020
Sortino Ratio Rank
CQQQ Omega Ratio Rank: 2020
Omega Ratio Rank
CQQQ Calmar Ratio Rank: 1717
Calmar Ratio Rank
CQQQ Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASIAX vs. CQQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco EQV Asia Pacific Equity Fund (ASIAX) and Invesco China Technology ETF (CQQQ). 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.


ASIAXCQQQDifference

Sharpe ratio

Return per unit of total volatility

1.51

0.19

+1.32

Sortino ratio

Return per unit of downside risk

2.07

0.51

+1.56

Omega ratio

Gain probability vs. loss probability

1.30

1.06

+0.23

Calmar ratio

Return relative to maximum drawdown

1.97

0.23

+1.73

Martin ratio

Return relative to average drawdown

7.91

0.63

+7.27

ASIAX vs. CQQQ - Sharpe Ratio Comparison

The current ASIAX Sharpe Ratio is 1.51, which is higher than the CQQQ Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of ASIAX and CQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ASIAXCQQQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

0.19

+1.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

-0.29

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.11

+0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.16

+0.30

Correlation

The correlation between ASIAX and CQQQ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ASIAX vs. CQQQ - Dividend Comparison

ASIAX's dividend yield for the trailing twelve months is around 21.86%, more than CQQQ's 2.45% yield.


TTM20252024202320222021202020192018201720162015
ASIAX
Invesco EQV Asia Pacific Equity Fund
21.86%21.41%8.68%2.84%7.25%7.71%7.37%5.67%7.17%7.91%1.09%3.15%
CQQQ
Invesco China Technology ETF
2.45%2.17%0.28%0.55%0.08%0.00%0.47%0.01%0.43%1.41%1.69%1.77%

Drawdowns

ASIAX vs. CQQQ - Drawdown Comparison

The maximum ASIAX drawdown since its inception was -63.78%, smaller than the maximum CQQQ drawdown of -73.99%. Use the drawdown chart below to compare losses from any high point for ASIAX and CQQQ.


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Drawdown Indicators


ASIAXCQQQDifference

Max Drawdown

Largest peak-to-trough decline

-63.78%

-73.99%

+10.21%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

-24.41%

+12.68%

Max Drawdown (5Y)

Largest decline over 5 years

-32.40%

-67.04%

+34.64%

Max Drawdown (10Y)

Largest decline over 10 years

-36.32%

-73.99%

+37.67%

Current Drawdown

Current decline from peak

-11.73%

-56.10%

+44.37%

Average Drawdown

Average peak-to-trough decline

-15.17%

-28.04%

+12.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

8.99%

-6.01%

Volatility

ASIAX vs. CQQQ - Volatility Comparison

The current volatility for Invesco EQV Asia Pacific Equity Fund (ASIAX) is 6.73%, while Invesco China Technology ETF (CQQQ) has a volatility of 10.60%. This indicates that ASIAX experiences smaller price fluctuations and is considered to be less risky than CQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASIAXCQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

10.60%

-3.87%

Volatility (6M)

Calculated over the trailing 6-month period

11.68%

20.75%

-9.07%

Volatility (1Y)

Calculated over the trailing 1-year period

16.54%

31.95%

-15.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.65%

37.72%

-23.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.02%

33.06%

-18.04%