Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGYX (INVESCO GLOBAL GROWTH FUND CLASS Y) | NA | -13.56% | -2.16% | 1.10% | 5.05% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGYX (INVESCO GLOBAL GROWTH FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.56 | -2.16 | 1.10 | 5.05 | NA | NA | … | … | 8.81 | -32.47 | -8.33 | 20.47 | 30.83 | -13.30 | 18.90 | 4.18 | -1.97 | 4.69 | 26.11 | 17.31 | -6.08 | 11.64 | 30.27 | 4.59 |
| Sharpe Ratio | NA | -0.51 | -0.11 | 0.00 | 0.26 | NA | NA | … | … | 4.39 | -1.10 | -0.41 | 0.67 | 2.46 | -1.00 | 2.67 | 0.28 | -0.14 | 0.43 | 2.37 | 1.22 | -0.25 | 0.63 | 1.46 | 0.35 |
| Standard Deviation(%) | NA | 29.87 | 26.40 | 22.08 | 17.76 | NA | NA | … | … | 19.93 | 30.74 | 20.34 | 30.22 | 11.96 | 14.62 | 6.87 | 14.21 | 14.43 | 10.76 | 11.00 | 14.30 | 24.68 | 18.42 | 20.67 | 63.29 |
| Draw Down(%) | NA | 29.72 | 41.80 | 41.80 | 41.80 | NA | NA | … | … | 5.42 | 39.20 | 21.12 | 33.44 | 6.76 | 22.76 | 2.81 | 9.65 | 16.04 | 10.01 | 8.03 | 12.45 | 21.93 | 14.50 | 19.53 | 22.37 |
| Yield(%) | 0.00 | 32.11 | 18.44 | 13.50 | 10.83 | 12.54 | 9.41 | … | … | 0.00 | 27.32 | 16.12 | 11.33 | 10.69 | 4.85 | 3.09 | 1.12 | 4.25 | 8.80 | 5.07 | 1.85 | 0.86 | 0.90 | 1.39 | 1.52 |
Data as of 02/17/2023, 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 |
|---|---|---|---|---|
| AGGYX (INVESCO GLOBAL GROWTH FUND CLASS Y) |
-4.85%
Sep 2019 – Sep 2022 |
-1.60%
Sep 2017 – Sep 2022 |
3.99%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGYX (INVESCO GLOBAL GROWTH FUND CLASS Y) |
19.74%
Feb 2009 – Feb 2012 |
18.42%
Feb 2009 – Feb 2014 |
11.35%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart