Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) | 7.95% | 3.27% | 2.25% | 5.18% | 4.17% | 7.50% | NA | 7.53% |
Data as of 07/29/2025, AR inception is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) | 06/02/2010 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 3.27 | 2.25 | 5.18 | 4.17 | 7.50 | NA | 7.53 | 7.95 | 6.90 | 0.74 | -14.36 | 7.40 | 0.51 | 25.68 | -13.41 | 14.50 | 19.78 | -2.96 | 10.29 | 34.31 | 15.00 | -1.72 | 14.04 |
| Sharpe Ratio | NA | 0.10 | -0.01 | 0.17 | 0.14 | NA | NA | 0.34 | 0.59 | 0.02 | -0.22 | -0.66 | 0.30 | 0.01 | 1.87 | -0.91 | 1.54 | 1.18 | -0.18 | 0.87 | 2.99 | 1.25 | -0.07 | 1.41 |
| Standard Deviation(%) | NA | 20.35 | 18.60 | 20.48 | 21.21 | NA | NA | 19.47 | 20.92 | 14.85 | 16.36 | 23.94 | 24.45 | 40.44 | 12.99 | 16.18 | 9.04 | 16.64 | 16.19 | 11.82 | 11.47 | 12.10 | 23.54 | 17.67 |
| Draw Down(%) | NA | 24.48 | 24.48 | 32.84 | 42.29 | NA | NA | 42.29 | 17.29 | 14.97 | 11.05 | 19.11 | 20.80 | 42.29 | 7.83 | 23.83 | 4.65 | 14.32 | 13.71 | 9.85 | 4.78 | 9.16 | 22.08 | 8.82 |
| Yield(%) | 0.00 | 1.13 | 1.58 | 1.93 | 5.26 | 7.69 | 5.79 | 7.72 | 0.40 | 1.67 | 2.03 | 1.68 | 1.60 | 2.08 | 10.28 | 11.37 | 11.85 | 7.95 | 8.31 | 12.02 | 4.80 | 2.15 | 1.68 | 0.00 |
Data as of 07/29/2025, AR inception is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) |
-6.22%
May 2021 - May 2024 |
-0.15%
May 2018 - May 2023 |
3.04%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) |
23.25%
Sep 2011 - Sep 2014 |
14.90%
Sep 2011 - Sep 2016 |
12.84%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart