Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDCX (INVESCO CAPITAL DEVELOPMENT FUND CLASS C) | NA | -16.26% | -1.77% | -3.13% | 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 |
|---|---|---|
| ACDCX (INVESCO CAPITAL DEVELOPMENT FUND CLASS C) | 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 | -16.26 | -1.77 | -3.13 | NA | NA | NA | … | … | -18.81 | 8.50 | -5.28 | 24.21 | 3.17 | -15.28 | 0.45 | 0.35 |
| Sharpe Ratio | NA | -1.26 | -0.26 | -0.32 | NA | NA | NA | … | … | -2.12 | 0.87 | -0.60 | 3.61 | 0.22 | -1.12 | 0.05 | 0.15 |
| Standard Deviation(%) | NA | 14.60 | 11.28 | 12.08 | NA | NA | NA | … | … | 21.80 | 8.14 | 10.97 | 6.57 | 13.70 | 13.70 | 9.63 | 9.28 |
| Draw Down(%) | NA | 22.10 | 24.22 | 29.17 | NA | NA | NA | … | … | 22.10 | 7.39 | 16.31 | 2.60 | 10.37 | 23.79 | 14.55 | 4.97 |
| Yield(%) | 0.00 | 36.35 | 14.87 | 8.08 | 4.38 | 2.92 | 2.19 | … | … | 14.42 | 26.46 | 3.74 | 1.43 | 0.73 | 0.02 | 0.86 | 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 |
|---|---|---|---|---|
| ACDCX (INVESCO CAPITAL DEVELOPMENT FUND CLASS C) |
-4.57%
Nov 2013 – Nov 2016 |
-3.22%
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 |
|---|---|---|---|---|
| ACDCX (INVESCO CAPITAL DEVELOPMENT FUND CLASS C) |
10.58%
Feb 2016 – Feb 2019 |
3.12%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart