Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) | 4.19% | 3.40% | 2.46% | 5.27% | 3.70% | 7.41% | 5.42% | 5.64% |
Data as of 06/25/2025, AR inception is 12/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) | 12/07/2004 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 3.40 | 2.46 | 5.27 | 3.70 | 7.41 | 5.42 | 5.64 | 4.19 | 6.82 | 0.74 | -14.43 | 7.25 | 0.45 | 25.57 | -13.45 | 14.41 | 20.16 | -3.07 | 10.19 | 34.16 | 14.91 | -1.89 | 12.92 | 24.57 | -31.89 | 2.65 | 16.29 | 1.78 | 3.21 |
| Sharpe Ratio | NA | -0.04 | 0.02 | 0.13 | 0.10 | NA | NA | 0.21 | 0.17 | 0.02 | -0.22 | -0.66 | 0.30 | 0.01 | 1.86 | -0.92 | 1.53 | 1.20 | -0.19 | 0.86 | 2.98 | 1.24 | -0.08 | 0.69 | 0.88 | -0.88 | -0.02 | 1.43 | -0.04 | 8.52 |
| Standard Deviation(%) | NA | 20.45 | 18.92 | 20.71 | 21.22 | NA | NA | 20.32 | 22.76 | 14.87 | 16.32 | 23.91 | 24.47 | 40.37 | 12.98 | 16.18 | 9.05 | 16.67 | 16.17 | 11.82 | 11.47 | 12.10 | 23.58 | 18.62 | 27.70 | 37.23 | 14.68 | 9.18 | 10.96 | 6.82 |
| Draw Down(%) | NA | 24.46 | 24.46 | 32.95 | 42.28 | NA | NA | 53.21 | 17.28 | 14.97 | 11.02 | 19.13 | 20.83 | 42.28 | 7.84 | 23.91 | 4.68 | 14.33 | 13.74 | 9.83 | 4.75 | 9.12 | 22.12 | 17.87 | 27.66 | 43.50 | 9.66 | 7.51 | 6.93 | 0.65 |
| Yield(%) | 0.00 | 1.53 | 1.62 | 1.95 | 5.21 | 7.86 | 5.75 | 5.99 | 0.39 | 1.63 | 1.99 | 1.64 | 1.52 | 1.99 | 10.20 | 11.31 | 11.77 | 8.31 | 8.20 | 11.92 | 4.70 | 2.00 | 1.52 | 1.51 | 1.79 | 1.83 | 6.60 | 8.25 | 0.00 | 0.34 |
Data as of 06/25/2025, AR inception is 12/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) |
-13.81%
Feb 2006 - Feb 2009 |
-1.87%
May 2007 - May 2012 |
3.01%
Apr 2015 - Apr 2025 |
4.54%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) |
23.13%
Sep 2011 - Sep 2014 |
21.74%
Feb 2009 - Feb 2014 |
14.27%
Feb 2009 - Feb 2019 |
9.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart