Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDIX (INVESCO CAPITAL DEVELOPMENT FUND INVESTOR CLASS) | NA | -15.27% | -0.59% | -1.63% | 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 |
|---|---|---|
| ACDIX (INVESCO CAPITAL DEVELOPMENT FUND INVESTOR CLASS) | 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 (%) | -0.18 | -15.27 | -0.59 | -1.63 | NA | NA | NA | … | … | -32.92 | 9.68 | -4.17 | 25.74 | 6.16 | -14.21 | 1.58 | 0.74 |
| Sharpe Ratio | NA | -1.33 | -0.50 | -0.41 | NA | NA | NA | … | … | -1.76 | 1.01 | -0.50 | 3.86 | 0.43 | -1.04 | 0.16 | 0.33 |
| Standard Deviation(%) | NA | 24.25 | 15.93 | 14.91 | NA | NA | NA | … | … | 39.46 | 8.18 | 10.93 | 6.53 | 13.84 | 13.67 | 9.60 | 9.36 |
| Draw Down(%) | NA | 34.78 | 35.10 | 35.10 | NA | NA | NA | … | … | 34.78 | 7.05 | 15.58 | 2.55 | 10.33 | 23.32 | 14.21 | 4.96 |
| Yield(%) | 0.00 | 38.26 | 16.33 | 9.53 | 5.26 | 3.51 | 2.63 | … | … | 14.39 | 28.85 | 4.94 | 2.35 | 3.90 | 0.82 | 1.20 | 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 |
|---|---|---|---|---|
| ACDIX (INVESCO CAPITAL DEVELOPMENT FUND INVESTOR CLASS) |
-3.40%
Nov 2013 – Nov 2016 |
-1.72%
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 |
|---|---|---|---|---|
| ACDIX (INVESCO CAPITAL DEVELOPMENT FUND INVESTOR CLASS) |
12.57%
Feb 2016 – Feb 2019 |
4.72%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart