Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACEHX (Invesco Exchange Fund Shs) | NA | -109,339.60% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 01/29/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACEHX (Invesco Exchange Fund Shs) | 06/20/1996 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -109,339.60 | nan | nan | nan | nan | nan | … | … | 0.00 | -99.39 | -0.24 | 0.49 | 16.27 | -2.52 | 22.39 | -2.92 | 10.36 | 15.77 | -4.25 | 5.58 | 26.06 | 7.51 | 0.99 | 15.84 | 28.75 | -33.73 | 21.06 | 15.22 | 7.16 | 5.33 | 26.13 | -25.63 | -5.97 | 8.57 | 11.69 | 29.36 | 19.23 | 24.30 |
| Sharpe Ratio | NA | -0.21 | -0.29 | -0.29 | -0.24 | NA | NA | … | … | 0.00 | -0.21 | -0.32 | -0.05 | 1.24 | -0.08 | 1.72 | -0.25 | 1.21 | 1.05 | -0.26 | 0.44 | 2.28 | 0.59 | 0.04 | 0.82 | 1.21 | -0.86 | 1.17 | 1.04 | 0.42 | 0.37 | 1.50 | -0.95 | -0.42 | 0.16 | 0.40 | 1.19 | 0.80 | 3.53 |
| Standard Deviation(%) | NA | 510.71 | 295.38 | 229.09 | 162.26 | NA | NA | … | … | NA | 509.71 | 14.11 | 19.30 | 13.10 | 35.30 | 12.17 | 16.71 | 8.09 | 14.81 | 16.43 | 12.74 | 11.40 | 12.72 | 23.21 | 19.14 | 23.59 | 40.40 | 15.47 | 11.56 | 11.77 | 11.78 | 17.00 | 28.05 | 20.02 | 27.76 | 21.07 | 21.85 | 19.63 | 13.33 |
| Draw Down(%) | NA | 99.42 | 99.42 | 99.42 | 99.42 | NA | NA | … | … | 0.00 | 99.42 | 14.09 | 19.39 | 8.26 | 34.18 | 9.30 | 16.70 | 5.89 | 10.48 | 16.17 | 12.41 | 5.34 | 10.67 | 20.91 | 17.94 | 18.66 | 45.95 | 8.49 | 9.97 | 8.33 | 7.74 | 11.65 | 35.44 | 24.40 | 22.39 | 13.74 | 16.12 | 13.31 | 6.58 |
| Yield(%) | 0.00 | 103.61 | 33.99 | 22.97 | 15.33 | 15.91 | 14.61 | … | … | 0.00 | 102.19 | 3.23 | 2.05 | 2.16 | 1.74 | 5.32 | 1.92 | 2.40 | 3.00 | 13.99 | 0.97 | 1.30 | 1.17 | 8.87 | 3.83 | 2.74 | 1.74 | 1.02 | 1.10 | 0.48 | 0.42 | 0.24 | 0.18 | 0.34 | 0.52 | 0.56 | 0.52 | 0.62 | 0.39 |
Data as of 01/29/2025, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEHX (Invesco Exchange Fund Shs) |
-14.56%
Mar 2000 – Mar 2003 |
-4.37%
Jun 2000 – Jun 2005 |
-1.26%
Jun 2000 – Jun 2010 |
2.76%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACEHX (Invesco Exchange Fund Shs) |
29.29%
Aug 1996 – Aug 1999 |
18.44%
Feb 2009 – Feb 2014 |
12.06%
Feb 2009 – Feb 2019 |
9.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart