Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGABX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS B) | NA | 25.43% | 7.99% | 9.28% | 5.01% | 10.41% | 6.55% | … | … |
Data as of 01/26/2018, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGABX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS B) | 06/20/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 25.43 | 7.99 | 9.28 | 5.01 | 10.41 | 6.55 | … | … | 5.35 | 12.37 | 0.49 | -10.10 | -10.15 | 10.74 | 14.29 | -17.13 | 18.55 | 46.79 | -55.44 | 0.79 | 8.25 | 11.01 | 23.70 | 38.60 | -17.01 | -26.00 | -38.83 | 60.64 | 3.35 | 3.46 | 5.13 |
| Sharpe Ratio | NA | -0.42 | -1.53 | -1.38 | -1.04 | NA | NA | … | … | 14.34 | -0.59 | -2.20 | -1.83 | -1.53 | -0.52 | -0.31 | -1.47 | 0.00 | 1.15 | -2.04 | -0.85 | -0.68 | -0.93 | 0.32 | 1.79 | -2.30 | -2.38 | -1.49 | 3.37 | 0.00 | 0.00 | 0.66 |
| Standard Deviation(%) | NA | 11.71 | 14.15 | 15.41 | 20.59 | NA | NA | … | … | 7.42 | 11.65 | 15.21 | 15.61 | 18.78 | 15.03 | 14.04 | 24.29 | 18.42 | 24.51 | 36.67 | 24.94 | 20.69 | 10.80 | 12.87 | 10.80 | 15.97 | 20.11 | 41.68 | 17.06 | 19.13 | 14.42 | 9.72 |
| Draw Down(%) | NA | 9.89 | 27.51 | 36.36 | 60.48 | NA | NA | … | … | 0.91 | 9.89 | 12.85 | 18.22 | 21.28 | 11.85 | 12.32 | 27.71 | 13.69 | 20.89 | 57.66 | 21.40 | 18.21 | 8.18 | 11.15 | 10.62 | 25.41 | 41.09 | 57.66 | 8.71 | 34.27 | 15.42 | 8.50 |
| Yield(%) | 0.00 | 10.28 | 5.51 | 8.40 | 4.87 | 11.42 | 6.91 | … | … | 0.00 | 10.58 | 0.21 | 6.86 | 13.82 | 11.74 | 2.13 | 6.92 | 0.00 | 0.00 | 4.85 | 16.75 | 16.49 | 5.61 | 0.00 | 0.00 | 0.00 | 0.00 | 16.70 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGABX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS B) |
-29.07%
Feb 2000 – Feb 2003 |
-8.12%
Feb 2000 – Feb 2005 |
-2.38%
Feb 2000 – Feb 2010 |
1.76%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGABX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS B) |
32.86%
Mar 2003 – Mar 2006 |
25.54%
Oct 2002 – Oct 2007 |
11.46%
Mar 2003 – Mar 2013 |
9.86%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart