Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGAX (INVESCO GLOBAL GROWTH FUND CLASS A) | NA | -13.75% | -2.41% | 0.85% | 4.79% | 4.04% | 6.72% | … | … |
Data as of 02/17/2023, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGAX (INVESCO GLOBAL GROWTH FUND CLASS A) | 06/21/1996 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 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 (%) | 0.00 | -13.75 | -2.41 | 0.85 | 4.79 | 4.04 | 6.72 | … | … | 8.80 | -32.64 | -8.63 | 20.17 | 30.51 | -13.55 | 18.64 | 3.92 | -2.27 | 4.44 | 25.79 | 17.04 | -6.32 | 11.38 | 29.97 | -38.62 | 10.10 | 20.73 | 11.64 | 15.61 | 26.89 | -19.87 | -30.05 | -22.15 | 52.20 | 22.08 | 13.85 | 7.78 |
| Sharpe Ratio | NA | -0.52 | -0.12 | -0.01 | 0.24 | NA | NA | … | … | 4.39 | -1.11 | -0.42 | 0.66 | 2.43 | -1.02 | 2.63 | 0.26 | -0.16 | 0.41 | 2.34 | 1.19 | -0.26 | 0.61 | 1.44 | -1.06 | 0.41 | 1.32 | 0.99 | 1.18 | 2.10 | -1.15 | -1.52 | -0.85 | 3.16 | 1.01 | 0.77 | 1.44 |
| Standard Deviation(%) | NA | 29.88 | 26.41 | 22.08 | 17.76 | NA | NA | … | … | 19.86 | 30.77 | 20.41 | 30.23 | 11.97 | 14.60 | 6.88 | 14.21 | 14.41 | 10.76 | 11.00 | 14.35 | 24.67 | 18.41 | 20.70 | 37.07 | 17.52 | 13.27 | 9.60 | 12.47 | 12.47 | 18.21 | 21.54 | 30.99 | 15.48 | 18.58 | 13.31 | 8.16 |
| Draw Down(%) | NA | 29.84 | 41.98 | 41.98 | 41.98 | NA | NA | … | … | 5.38 | 39.35 | 21.24 | 33.45 | 6.80 | 22.90 | 2.82 | 9.67 | 16.14 | 10.03 | 8.08 | 12.47 | 22.01 | 14.53 | 19.55 | 48.95 | 12.96 | 14.85 | 7.32 | 8.65 | 11.21 | 26.73 | 41.11 | 33.94 | 8.68 | 26.69 | 11.78 | 6.59 |
| Yield(%) | 0.00 | 32.35 | 18.44 | 13.41 | 10.64 | 7.93 | 12.03 | … | … | 0.00 | 27.51 | 16.17 | 11.31 | 10.40 | 4.60 | 2.81 | 0.85 | 4.00 | 8.58 | 4.76 | 1.58 | 0.59 | 0.64 | 1.13 | 0.89 | 0.23 | 0.48 | 0.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 6.68 | 3.05 | 2.86 | 0.00 |
Data as of 02/17/2023, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGAX (INVESCO GLOBAL GROWTH FUND CLASS A) |
-26.20%
Feb 2000 – Feb 2003 |
-9.37%
Mar 2000 – Mar 2005 |
-3.58%
Aug 2000 – Aug 2010 |
0.95%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGAX (INVESCO GLOBAL GROWTH FUND CLASS A) |
30.20%
Mar 1997 – Mar 2000 |
18.13%
Feb 2009 – Feb 2014 |
11.07%
Sep 2011 – Sep 2021 |
9.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart