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Performance Comparison
Comparison Box

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) 7.71% 5.10% 2.94% 5.44% 4.28% 7.40% NA 7.52%
Data as of 07/24/2025, 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 07/24/2025
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 (%) 0.53 5.10 2.94 5.44 4.28 7.40 NA 7.52 7.71 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 -0.01 0.04 0.15 0.12 NA NA 0.33 0.49 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 20.38 18.68 20.49 21.21 NA NA 19.48 21.27 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 1.15 1.62 1.96 5.33 7.60 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 07/24/2025, 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