Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGKX (INVESCO GROWTH AND INCOME FUND CLASS C) | 8.26% | 23.06% | 17.14% | 3.26% | 7.20% | 7.84% | 6.23% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGKX (INVESCO GROWTH AND INCOME FUND CLASS C) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 1.10 | 23.06 | 17.14 | 3.26 | 7.20 | 7.84 | 6.23 | … | … | 8.26 | 14.70 | 15.33 | 11.98 | -15.44 | 5.92 | -0.58 | 24.40 | -14.30 | 13.27 | 19.00 | -4.05 | 9.10 | 32.89 | 13.73 | -2.79 | 11.81 | 23.35 | -32.64 | 1.69 | 15.16 | 9.06 | 13.05 | 26.61 | -15.35 | -6.77 | 18.02 | 11.68 | 17.56 | 23.60 | 10.34 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.03 | 0.27 | NA | NA | … | … | 1.14 | 0.69 | 1.01 | 0.63 | -0.71 | 0.24 | -0.02 | 1.77 | -0.97 | 1.40 | 1.13 | -0.25 | 0.77 | 2.87 | 1.14 | -0.12 | 0.63 | 0.84 | -0.90 | -0.10 | 1.28 | 0.75 | 1.19 | 1.79 | -0.76 | -0.54 | 0.84 | 0.33 | 0.84 | 1.29 | 0.96 |
| Standard Deviation(%) | NA | 11.18 | 13.78 | 18.61 | 20.29 | NA | NA | … | … | 12.68 | 17.14 | 11.61 | 13.25 | 23.97 | 24.66 | 40.36 | 12.95 | 16.17 | 9.06 | 16.66 | 16.18 | 11.81 | 11.44 | 12.09 | 23.59 | 18.61 | 27.78 | 37.31 | 14.69 | 9.21 | 9.12 | 10.12 | 14.50 | 21.74 | 17.26 | 16.42 | 25.56 | 16.71 | 15.42 | 17.52 |
| Draw Down(%) | NA | 7.68 | 17.96 | 33.74 | 42.41 | NA | NA | … | … | 7.68 | 17.38 | 7.36 | 11.12 | 19.77 | 21.17 | 42.41 | 7.91 | 24.54 | 4.80 | 14.44 | 13.99 | 9.92 | 4.83 | 9.30 | 22.47 | 18.04 | 27.82 | 44.04 | 10.00 | 7.57 | 4.95 | 7.40 | 13.94 | 30.16 | 19.47 | 7.69 | 14.88 | 18.60 | 9.56 | 10.57 |
| Yield(%) | 0.00 | 8.10 | 10.60 | 4.82 | 6.79 | 7.60 | 6.06 | … | … | 0.00 | 8.30 | 10.60 | 12.82 | 0.70 | 0.64 | 1.13 | 9.22 | 10.48 | 10.84 | 7.33 | 7.27 | 10.94 | 3.57 | 0.98 | 0.55 | 0.54 | 0.81 | 1.05 | 5.66 | 7.27 | 7.48 | 1.11 | 0.16 | 0.75 | 2.38 | 12.51 | 14.68 | 7.18 | 15.51 | 7.83 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGKX (INVESCO GROWTH AND INCOME FUND CLASS C) |
-14.68%
Feb 2006 – Feb 2009 |
-5.53%
Feb 2004 – Feb 2009 |
0.64%
Feb 1999 – Feb 2009 |
3.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGKX (INVESCO GROWTH AND INCOME FUND CLASS C) |
21.92%
Sep 2011 – Sep 2014 |
20.57%
Feb 2009 – Feb 2014 |
13.16%
Feb 2009 – Feb 2019 |
9.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart