Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) | NA | -15.67% | -1.03% | -2.39% | NA | NA | NA | … | … |
Data as of 05/05/2020, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDAX (INVESCO CAPITAL DEVELOPMENT FUND CLASS A) | 10/04/2013 | 05/05/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.67 | -1.03 | -2.39 | NA | NA | NA | … | … | -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 | … | … | -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 | … | … | 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 | … | … | 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 | … | … | 14.66 | 29.14 | 4.81 | 2.36 | 1.65 | 0.19 | 1.21 | 0.05 |
Data as of 05/05/2020, Common starting date is 10/04/2013
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