Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) | 7.06% | 22.50% | 17.75% | 4.18% | 8.16% | 8.88% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGQX (INVESCO GROWTH AND INCOME FUND CLASS R5) | 06/02/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 22.50 | 17.75 | 4.18 | 8.16 | 8.88 | NA | … | … | 7.06 | 15.89 | 16.51 | 13.05 | -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 | 1.85 | 1.08 | 0.10 | 0.32 | NA | NA | … | … | 1.18 | 0.76 | 1.11 | 0.71 | -0.66 | 0.30 | 0.01 | 1.86 | -0.92 | 1.54 | 1.18 | -0.18 | 0.87 | 2.99 | 1.25 | -0.07 | 1.41 |
| Standard Deviation(%) | NA | 11.23 | 13.79 | 18.55 | 20.28 | NA | NA | … | … | 12.73 | 17.15 | 11.59 | 13.26 | 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 | 7.87 | 17.69 | 32.44 | 42.29 | NA | NA | … | … | 7.87 | 17.29 | 7.33 | 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 | 8.72 | 11.40 | 5.53 | 7.65 | 8.76 | 7.65 | … | … | 0.00 | 9.20 | 11.50 | 13.60 | 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 06/05/2026, Common starting date 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) |
-5.88%
Mar 2017 – Mar 2020 |
-0.15%
May 2018 – May 2023 |
4.51%
Oct 2013 – Oct 2023 |
8.17%
Mar 2011 – Mar 2026 |
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 |
9.44%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart