Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGCX (INVESCO GLOBAL GROWTH FUND CLASS C) | NA | -14.71% | -3.25% | 0.04% | 3.98% | 3.24% | 5.93% | … | … |
Data as of 02/17/2023, Common starting date is 09/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGCX (INVESCO GLOBAL GROWTH FUND CLASS C) | 09/10/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.71 | -3.25 | 0.04 | 3.98 | 3.24 | 5.93 | … | … | 8.57 | -33.30 | -11.36 | 19.26 | 29.56 | -14.19 | 17.71 | 3.18 | -3.01 | 3.68 | 24.85 | 16.15 | -7.01 | 10.56 | 28.97 | -39.07 | 9.31 | 19.78 | 10.91 | 15.02 | 26.20 | -20.23 | -30.40 | -22.58 | 51.34 | 17.46 |
| Sharpe Ratio | NA | -0.55 | -0.15 | -0.05 | 0.20 | NA | NA | … | … | 4.22 | -1.13 | -0.52 | 0.63 | 2.36 | -1.06 | 2.51 | 0.21 | -0.21 | 0.34 | 2.25 | 1.14 | -0.29 | 0.57 | 1.39 | -1.08 | 0.36 | 1.25 | 0.91 | 1.12 | 2.05 | -1.17 | -1.58 | -0.86 | 3.11 | 3.11 |
| Standard Deviation(%) | NA | 29.91 | 26.41 | 22.09 | 17.76 | NA | NA | … | … | 19.94 | 30.78 | 21.98 | 30.21 | 11.95 | 14.62 | 6.84 | 14.19 | 14.41 | 10.76 | 11.02 | 14.25 | 24.68 | 18.46 | 20.70 | 37.05 | 17.51 | 13.26 | 9.59 | 12.51 | 12.44 | 18.23 | 21.00 | 30.96 | 15.45 | 20.99 |
| Draw Down(%) | NA | 30.11 | 42.43 | 42.43 | 42.43 | NA | NA | … | … | 5.46 | 39.69 | 23.17 | 33.55 | 6.85 | 23.45 | 2.83 | 9.73 | 16.34 | 10.11 | 8.12 | 12.58 | 22.25 | 14.61 | 19.68 | 49.28 | 13.05 | 14.92 | 7.35 | 8.86 | 11.32 | 26.98 | 41.32 | 34.23 | 8.73 | 13.93 |
| Yield(%) | 0.00 | 37.56 | 20.38 | 14.33 | 10.82 | 7.87 | 11.58 | … | … | 0.00 | 31.93 | 18.21 | 12.48 | 10.21 | 4.56 | 2.19 | 0.53 | 3.74 | 8.51 | 4.30 | 0.84 | 0.00 | 0.00 | 0.28 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 6.84 | 3.01 |
Data as of 02/17/2023, Common starting date is 09/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGCX (INVESCO GLOBAL GROWTH FUND CLASS C) |
-26.57%
Feb 2000 – Feb 2003 |
-9.82%
Mar 2000 – Mar 2005 |
-4.20%
Aug 2000 – Aug 2010 |
0.27%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGCX (INVESCO GLOBAL GROWTH FUND CLASS C) |
21.74%
Mar 2003 – Mar 2006 |
17.30%
Sep 2002 – Sep 2007 |
10.24%
Sep 2011 – Sep 2021 |
8.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart