Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACSDX (INVESCO COMSTOCK FUND CLASS Y) | 10.21% | 25.07% | 18.90% | 8.22% | 11.05% | 10.76% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSDX (INVESCO COMSTOCK FUND CLASS Y) | 12/07/2004 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 25.07 | 18.90 | 8.22 | 11.05 | 10.76 | 8.47 | … | … | 10.21 | 17.52 | 15.29 | 12.66 | -8.94 | 24.40 | -0.55 | 25.60 | -12.12 | 18.09 | 18.14 | -5.91 | 9.39 | 35.58 | 19.18 | -1.72 | 15.97 | 29.69 | -35.63 | -1.74 | 16.35 | -3.84 | 3.55 |
| Sharpe Ratio | NA | 1.95 | 1.19 | 0.35 | 0.47 | NA | NA | … | … | 1.65 | 0.92 | 1.08 | 0.69 | -0.44 | 1.33 | -0.02 | 1.76 | -0.82 | 1.85 | 1.03 | -0.36 | 0.79 | 3.09 | 1.39 | -0.07 | 0.88 | 1.01 | -0.89 | -0.34 | 1.51 | -0.56 | 10.23 |
| Standard Deviation(%) | NA | 10.90 | 13.08 | 16.53 | 19.86 | NA | NA | … | … | 12.04 | 15.98 | 10.86 | 13.25 | 23.47 | 18.38 | 41.87 | 13.67 | 16.60 | 9.45 | 17.39 | 16.52 | 11.85 | 11.50 | 13.90 | 24.95 | 18.04 | 29.37 | 41.10 | 14.57 | 8.62 | 10.86 | 6.46 |
| Draw Down(%) | NA | 8.41 | 15.59 | 19.37 | 42.94 | NA | NA | … | … | 8.41 | 15.59 | 6.82 | 10.45 | 17.15 | 11.45 | 42.94 | 8.26 | 22.74 | 5.77 | 15.04 | 15.43 | 9.93 | 5.05 | 11.30 | 22.57 | 15.31 | 30.29 | 47.95 | 11.69 | 5.69 | 7.29 | 0.66 |
| Yield(%) | 0.00 | 8.99 | 10.13 | 5.87 | 7.58 | 8.47 | 6.65 | … | … | 0.00 | 9.74 | 10.88 | 8.98 | 1.93 | 2.06 | 2.18 | 8.82 | 8.21 | 4.29 | 8.89 | 9.28 | 1.98 | 1.83 | 1.94 | 1.57 | 1.74 | 1.85 | 2.93 | 7.72 | 7.63 | 0.00 | 0.36 |
Data as of 06/04/2026, Common starting date is 12/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSDX (INVESCO COMSTOCK FUND CLASS Y) |
-17.40%
Feb 2006 – Feb 2009 |
-2.55%
Jun 2005 – Jun 2010 |
4.92%
Feb 2006 – Feb 2016 |
4.17%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSDX (INVESCO COMSTOCK FUND CLASS Y) |
27.50%
Feb 2009 – Feb 2012 |
25.05%
Feb 2009 – Feb 2014 |
15.74%
Feb 2009 – Feb 2019 |
13.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart