Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2020.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) NA -15.67% -1.03% -2.39% NA NA NA -0.68%
More Performance Analytics Comparison
Name Start Date End Date
ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) 10/04/2013 05/05/2020
The return data shown below all have the same latest date: 05/05/2020.
AR inception is since 10/04/2013.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -15.67 -1.03 -2.39 NA NA NA -0.68 -18.61 9.27 -4.56 25.26 3.83 -14.53 1.19 0.54
Sharpe Ratio NA -1.21 -0.19 -0.26 NA NA NA -0.10 -2.10 0.96 -0.54 3.75 0.26 -1.06 0.12 0.24
Standard Deviation(%) NA 14.64 11.28 12.13 NA NA NA 11.64 21.84 8.23 10.88 6.59 13.83 13.75 9.70 9.34
Draw Down(%) NA 22.06 22.99 28.77 NA NA NA 32.14 22.06 7.13 15.86 2.56 10.36 23.49 14.35 4.87
Yield(%) 0.00 38.70 16.34 9.09 4.99 3.33 2.49 8.31 14.66 29.14 4.81 2.36 1.65 0.19 1.21 0.05
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) -3.85%
Nov 2013 - Nov 2016 		-2.48%
Apr 2015 - Apr 2020 		0.00%
NA 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) 11.40%
Feb 2016 - Feb 2019 		3.91%
Jan 2014 - Jan 2019 		0.00%
NA 		0.00%
NA
Annualized Rolling Returns Comparison Chart