Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACGJX (INVESCO GROWTH AND INCOME FUND CLASS B) | NA | 20.92% | 13.15% | 14.59% | 9.20% | 10.26% | 8.46% | 9.54% |
Data as of 01/26/2018, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGJX (INVESCO GROWTH AND INCOME FUND CLASS B) | 06/21/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 2.49 | 20.92 | 13.15 | 14.59 | 9.20 | 10.26 | 8.46 | 9.54 | 7.79 | 14.20 | 19.84 | -3.15 | 10.13 | 33.89 | 14.62 | -2.09 | 12.44 | 24.32 | -32.21 | 2.48 | 16.04 | 9.06 | 13.02 | 26.41 | -15.30 | -6.82 | 18.18 | 9.72 | 17.59 | 23.54 | 9.86 |
| Sharpe Ratio | NA | 2.25 | 0.90 | 1.08 | 0.46 | NA | NA | 0.43 | 24.84 | 1.50 | 1.17 | -0.20 | 0.86 | 2.96 | 1.21 | -0.09 | 0.66 | 0.87 | -0.89 | -0.04 | 1.39 | 0.76 | 1.20 | 1.77 | -0.75 | -0.54 | 0.86 | 0.26 | 0.86 | 1.29 | 0.93 |
| Standard Deviation(%) | NA | 8.99 | 14.20 | 13.32 | 20.19 | NA | NA | 18.16 | 7.44 | 9.06 | 16.68 | 16.16 | 11.78 | 11.44 | 12.09 | 23.61 | 18.63 | 27.71 | 37.29 | 14.68 | 9.24 | 9.13 | 10.09 | 14.53 | 21.75 | 17.22 | 16.42 | 24.64 | 16.66 | 15.42 | 17.21 |
| Draw Down(%) | NA | 4.72 | 21.12 | 21.12 | 48.41 | NA | NA | 53.45 | 0.43 | 4.72 | 14.38 | 13.80 | 9.87 | 4.78 | 9.19 | 22.20 | 17.97 | 27.75 | 43.74 | 9.73 | 7.39 | 4.96 | 7.41 | 14.08 | 30.11 | 19.42 | 7.69 | 14.94 | 18.61 | 9.57 | 10.53 |
| Yield(%) | 0.00 | 11.50 | 9.03 | 10.01 | 6.34 | 8.40 | 7.30 | 8.64 | 0.00 | 11.59 | 8.10 | 8.01 | 11.73 | 4.44 | 1.74 | 1.25 | 1.11 | 1.55 | 1.62 | 6.34 | 7.83 | 7.50 | 1.11 | 0.18 | 0.75 | 2.38 | 12.51 | 14.68 | 7.18 | 15.52 | 7.83 |
Data as of 01/26/2018, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGJX (INVESCO GROWTH AND INCOME FUND CLASS B) |
-14.04%
Feb 2006 - Feb 2009 |
-5.11%
Feb 2004 - Feb 2009 |
0.69%
Feb 1999 - Feb 2009 |
5.05%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGJX (INVESCO GROWTH AND INCOME FUND CLASS B) |
22.82%
Sep 2011 - Sep 2014 |
21.45%
Feb 2009 - Feb 2014 |
10.82%
Jul 1996 - Jul 2006 |
9.64%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart