Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACSHX (INVESCO COMSTOCK FUND CLASS R5) | 10.22% | 25.06% | 18.94% | 8.26% | 11.05% | 10.80% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSHX (INVESCO COMSTOCK FUND CLASS R5) | 06/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 25.06 | 18.94 | 8.26 | 11.05 | 10.80 | NA | … | … | 10.22 | 17.54 | 15.32 | 12.72 | -8.91 | 24.45 | -0.43 | 25.66 | -12.11 | 18.20 | 17.64 | -5.82 | 9.49 | 35.71 | 19.28 | -1.46 | 15.67 |
| Sharpe Ratio | NA | 1.96 | 1.19 | 0.35 | 0.47 | NA | NA | … | … | 1.66 | 0.92 | 1.08 | 0.69 | -0.44 | 1.33 | -0.02 | 1.77 | -0.81 | 1.87 | 1.00 | -0.35 | 0.80 | 3.13 | 1.39 | -0.06 | 1.64 |
| Standard Deviation(%) | NA | 10.90 | 13.08 | 16.52 | 19.85 | NA | NA | … | … | 12.01 | 16.00 | 10.85 | 13.22 | 23.45 | 18.38 | 41.83 | 13.69 | 16.69 | 9.44 | 17.38 | 16.53 | 11.85 | 11.41 | 13.92 | 25.00 | 17.23 |
| Draw Down(%) | NA | 8.42 | 15.57 | 19.33 | 42.92 | NA | NA | … | … | 8.42 | 15.57 | 6.79 | 10.46 | 17.11 | 11.44 | 42.92 | 8.23 | 22.74 | 5.75 | 15.04 | 15.42 | 9.94 | 5.08 | 11.31 | 22.50 | 8.20 |
| Yield(%) | 0.00 | 9.02 | 10.18 | 5.91 | 7.60 | 8.53 | 7.60 | … | … | 0.00 | 9.78 | 10.93 | 9.03 | 1.97 | 2.13 | 2.25 | 8.90 | 8.27 | 4.38 | 8.45 | 9.37 | 2.07 | 1.92 | 2.09 | 1.76 | 0.94 |
Data as of 06/04/2026, Common starting date is 06/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSHX (INVESCO COMSTOCK FUND CLASS R5) |
-4.66%
Mar 2017 – Mar 2020 |
-0.40%
Mar 2015 – Mar 2020 |
6.60%
Oct 2013 – Oct 2023 |
9.83%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSHX (INVESCO COMSTOCK FUND CLASS R5) |
24.91%
Sep 2011 – Sep 2014 |
17.36%
Mar 2020 – Mar 2025 |
13.51%
Sep 2011 – Sep 2021 |
11.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart