Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDYX (INVESCO CAPITAL DEVELOPMENT FUND CLASS Y) | NA | -15.21% | -0.53% | -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 |
|---|---|---|
| ACDYX (INVESCO CAPITAL DEVELOPMENT FUND CLASS Y) | 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 | -15.21 | -0.53 | -1.63 | NA | NA | NA | … | … | -18.30 | 9.90 | -4.19 | 25.60 | 6.06 | -14.35 | 1.58 | 0.64 |
| Sharpe Ratio | NA | -1.19 | -0.15 | -0.20 | NA | NA | NA | … | … | -2.08 | 1.04 | -0.50 | 3.83 | 0.42 | -1.05 | 0.16 | 0.29 |
| Standard Deviation(%) | NA | 14.58 | 11.29 | 12.11 | NA | NA | NA | … | … | 21.76 | 8.18 | 10.96 | 6.55 | 13.84 | 13.71 | 9.63 | 9.30 |
| Draw Down(%) | NA | 22.09 | 22.35 | 28.56 | NA | NA | NA | … | … | 22.09 | 7.00 | 15.64 | 2.65 | 10.24 | 23.36 | 14.22 | 4.96 |
| Yield(%) | 0.00 | 38.48 | 16.51 | 9.61 | 5.29 | 3.53 | 2.65 | … | … | 14.51 | 29.36 | 4.96 | 2.36 | 3.91 | 0.79 | 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 |
|---|---|---|---|---|
| ACDYX (INVESCO CAPITAL DEVELOPMENT FUND CLASS Y) |
-3.52%
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 |
|---|---|---|---|---|
| ACDYX (INVESCO CAPITAL DEVELOPMENT FUND CLASS Y) |
12.45%
Feb 2016 – Feb 2019 |
4.64%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart