Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACDRX (Invesco Capital Development R) | NA | -6.76% | 12.31% | -5.75% | NA | NA | NA | 2.50% |
Data as of 06/08/2012, AR inception is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDRX (Invesco Capital Development R) | 07/23/2002 | 06/08/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.25 | -6.76 | 12.31 | -5.75 | NA | NA | NA | 2.50 | 4.39 | -7.68 | 18.75 | 41.40 | -47.21 | -0.77 | 4.66 | -4.61 | 6.85 | 31.61 | 4.94 |
| Sharpe Ratio | NA | -0.22 | 0.50 | -0.21 | NA | NA | NA | 0.04 | 0.57 | -0.26 | 0.86 | 1.43 | -1.18 | -0.18 | 0.08 | -0.37 | 0.38 | 1.93 | 0.37 |
| Standard Deviation(%) | NA | 30.65 | 24.65 | 30.23 | NA | NA | NA | 24.81 | 18.08 | 30.13 | 21.75 | 28.94 | 40.76 | 20.91 | 18.02 | 18.49 | 15.41 | 16.04 | 28.15 |
| Draw Down(%) | NA | 28.35 | 28.67 | 64.15 | NA | NA | NA | 64.15 | 13.58 | 28.67 | 18.10 | 21.41 | 56.95 | 19.03 | 14.36 | 14.39 | 13.16 | 11.30 | 19.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2012, AR inception is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDRX (Invesco Capital Development R) |
-23.32%
Feb 2006 - Feb 2009 |
-14.05%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDRX (Invesco Capital Development R) |
25.09%
Feb 2009 - Feb 2012 |
11.03%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart