Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAYX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS Y) | NA | -11.80% | -0.34% | 0.57% | 5.24% | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAYX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS Y) | 10/10/2008 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -11.80 | -0.34 | 0.57 | 5.24 | NA | NA | … | … | -19.48 | 25.78 | -14.29 | 24.49 | 1.67 | -2.22 | 4.86 | 24.39 | 17.65 | -9.35 | 19.74 | 48.28 | -6.67 |
| Sharpe Ratio | NA | -0.47 | -0.08 | -0.01 | 0.29 | NA | NA | … | … | -1.09 | 2.18 | -1.19 | 3.36 | 0.10 | -0.17 | 0.46 | 2.29 | 1.27 | -0.40 | 1.07 | 1.96 | -0.46 |
| Standard Deviation(%) | NA | 27.72 | 18.45 | 16.66 | 16.36 | NA | NA | … | … | 48.23 | 11.19 | 13.17 | 7.14 | 15.17 | 12.92 | 10.57 | 10.63 | 13.96 | 23.42 | 18.41 | 24.62 | 58.19 |
| Draw Down(%) | NA | 35.02 | 35.02 | 35.02 | 35.02 | NA | NA | … | … | 35.02 | 5.72 | 21.48 | 2.88 | 12.71 | 15.41 | 10.95 | 8.79 | 12.19 | 24.22 | 13.66 | 20.83 | 27.27 |
| Yield(%) | 0.00 | 9.91 | 9.43 | 6.87 | 7.79 | 7.55 | 5.66 | … | … | 0.00 | 11.39 | 9.63 | 9.79 | 1.17 | 6.55 | 12.72 | 11.24 | 2.76 | 7.28 | 0.74 | 0.86 | 9.28 |
Data as of 04/17/2020, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAYX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS Y) |
-1.37%
Mar 2017 – Mar 2020 |
0.25%
Mar 2015 – Mar 2020 |
4.97%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAYX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS Y) |
26.95%
Feb 2009 – Feb 2012 |
22.28%
Feb 2009 – Feb 2014 |
12.83%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart