Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGFX (INVESCO GLOBAL GROWTH FUND CLASS R6) | NA | -13.46% | -2.04% | 1.22% | 5.19% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGFX (INVESCO GLOBAL GROWTH FUND CLASS R6) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.46 | -2.04 | 1.22 | 5.19 | NA | NA | … | … | 8.81 | -32.38 | -8.51 | 8.70 | 9.60 | 1.98 | 19.02 | 4.29 | -1.83 | 4.91 | 26.38 | 1.65 |
| Sharpe Ratio | NA | -0.51 | -0.11 | 0.01 | 0.26 | NA | NA | … | … | 4.37 | -1.10 | -0.42 | 0.27 | 0.28 | 0.02 | 2.70 | 0.28 | -0.13 | 0.46 | 2.40 | 0.56 |
| Standard Deviation(%) | NA | 29.87 | 26.40 | 22.08 | 17.78 | NA | NA | … | … | 19.97 | 30.74 | 20.47 | 31.63 | 29.61 | 25.98 | 6.84 | 14.43 | 14.39 | 10.75 | 10.98 | 11.60 |
| Draw Down(%) | NA | 29.66 | 41.73 | 41.73 | 41.73 | NA | NA | … | … | 5.45 | 39.15 | 21.34 | 33.42 | 15.49 | 16.34 | 2.80 | 9.65 | 15.98 | 9.96 | 8.00 | 5.75 |
| Yield(%) | 0.00 | 32.48 | 18.69 | 13.70 | 11.04 | 7.87 | 5.90 | … | … | 0.00 | 27.64 | 16.43 | 11.54 | 10.92 | 4.99 | 3.22 | 1.29 | 4.44 | 9.08 | 5.37 | 1.78 |
Data as of 02/17/2023, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGFX (INVESCO GLOBAL GROWTH FUND CLASS R6) |
-4.74%
Sep 2019 – Sep 2022 |
-1.48%
Sep 2017 – Sep 2022 |
4.67%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGFX (INVESCO GLOBAL GROWTH FUND CLASS R6) |
19.25%
Dec 2018 – Dec 2021 |
12.96%
Feb 2016 – Feb 2021 |
5.72%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart