Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACGLX (INVESCO GROWTH AND INCOME FUND CLASS R) | 0.23% | -1.98% | -0.12% | 5.62% | 3.02% | 6.01% | 5.22% | 6.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGLX (INVESCO GROWTH AND INCOME FUND CLASS R) | 10/14/2002 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 10/14/2002.
AR inception is since 10/14/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.23 | -1.98 | -0.12 | 5.62 | 3.02 | 6.01 | 5.22 | 6.76 | 0.23 | 6.33 | 0.23 | -14.81 | 6.75 | -0.07 | 24.94 | -13.91 | 13.84 | 19.58 | -3.56 | 9.64 | 33.54 | 14.29 | -2.33 | 12.36 | 23.95 | -32.27 | 2.13 | 15.76 | 9.61 | 13.71 | 26.79 | 6.72 |
| Sharpe Ratio | NA | -0.56 | -0.30 | 0.07 | 0.04 | NA | NA | 0.26 | -0.43 | -0.02 | -0.25 | -0.68 | 0.27 | -0.01 | 1.82 | -0.95 | 1.47 | 1.16 | -0.22 | 0.81 | 2.93 | 1.18 | -0.10 | 0.66 | 0.86 | -0.89 | -0.06 | 1.37 | 0.81 | 1.26 | 1.80 | 1.80 |
| Standard Deviation(%) | NA | 20.12 | 19.37 | 21.42 | 21.18 | NA | NA | 19.75 | 24.85 | 14.85 | 16.35 | 23.93 | 24.46 | 40.35 | 12.95 | 16.16 | 9.03 | 16.65 | 16.17 | 11.83 | 11.45 | 12.12 | 23.57 | 18.60 | 27.76 | 37.24 | 14.68 | 9.19 | 9.13 | 10.10 | 14.53 | 19.24 |
| Draw Down(%) | NA | 24.78 | 24.78 | 34.21 | 42.37 | NA | NA | 53.61 | 17.53 | 14.97 | 11.10 | 19.43 | 20.85 | 42.37 | 7.84 | 24.21 | 4.73 | 14.37 | 13.88 | 9.86 | 4.79 | 9.22 | 22.27 | 17.98 | 27.73 | 43.75 | 9.81 | 7.51 | 4.89 | 7.17 | 13.96 | 4.57 |
| Yield(%) | 0.00 | 0.73 | 1.12 | 1.50 | 4.86 | 6.53 | 5.70 | 7.86 | 0.00 | 1.07 | 1.47 | 1.16 | 0.92 | 1.55 | 9.63 | 10.82 | 11.24 | 7.77 | 7.70 | 11.38 | 4.12 | 1.48 | 1.03 | 1.02 | 1.29 | 1.41 | 6.09 | 7.73 | 7.93 | 1.74 | 0.45 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGLX (INVESCO GROWTH AND INCOME FUND CLASS R) |
-14.25%
Feb 2006 - Feb 2009 |
-5.04%
Feb 2004 - Feb 2009 |
2.47%
Apr 2015 - Apr 2025 |
4.30%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGLX (INVESCO GROWTH AND INCOME FUND CLASS R) |
22.52%
Sep 2011 - Sep 2014 |
21.15%
Feb 2009 - Feb 2014 |
13.70%
Feb 2009 - Feb 2019 |
9.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart