Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AIERX (INVESCO INTERNATIONAL GROWTH FUND CLASS R) | 5.83% | -2.66% | 2.75% | -2.94% | -1.62% | 1.92% | 2.37% | 4.20% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AIERX (INVESCO INTERNATIONAL GROWTH FUND CLASS R) | 07/23/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/23/2002.
AR inception is since 07/23/2002.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.23 | -2.66 | 2.75 | -2.94 | -1.62 | 1.92 | 2.37 | 4.20 | 5.83 | -4.51 | 16.07 | -27.55 | -15.40 | 0.69 | 27.75 | -15.66 | 22.33 | -1.11 | -2.86 | -0.44 | 18.40 | 14.85 | -7.24 | 12.14 | 33.22 | -41.91 | 7.53 | 26.57 | 16.62 | 23.03 | 27.17 | -0.39 |
Sharpe Ratio | NA | -0.53 | -0.10 | -0.27 | -0.18 | NA | NA | 0.15 | 0.63 | -0.78 | 0.94 | -1.13 | -0.61 | 0.02 | 2.43 | -1.30 | 3.20 | -0.08 | -0.21 | -0.04 | 1.72 | 1.08 | -0.30 | 0.65 | 1.54 | -1.21 | 0.23 | 1.59 | 1.48 | 1.62 | 2.40 | -0.10 |
Standard Deviation(%) | NA | 17.51 | 18.17 | 20.76 | 18.65 | NA | NA | 18.44 | 21.14 | 14.29 | 12.67 | 25.77 | 25.47 | 30.24 | 10.83 | 13.11 | 6.82 | 15.85 | 14.05 | 10.34 | 10.70 | 13.86 | 23.97 | 18.41 | 21.52 | 35.27 | 19.81 | 14.68 | 9.77 | 13.64 | 11.04 | 18.82 |
Draw Down(%) | NA | 20.55 | 20.55 | 45.21 | 45.21 | NA | NA | 57.52 | 14.78 | 13.06 | 12.27 | 29.59 | 24.38 | 32.92 | 6.12 | 23.07 | 2.25 | 10.24 | 17.16 | 11.21 | 8.86 | 12.88 | 22.52 | 15.14 | 19.23 | 50.77 | 15.37 | 17.80 | 7.21 | 9.54 | 11.60 | 16.76 |
Yield(%) | 0.00 | 2.38 | 1.05 | 0.98 | 2.56 | 3.16 | 2.85 | 4.01 | 0.00 | 2.51 | 0.54 | 0.00 | 1.41 | 0.65 | 12.35 | 7.36 | 2.78 | 0.96 | 0.97 | 4.55 | 1.00 | 0.89 | 0.94 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AIERX (INVESCO INTERNATIONAL GROWTH FUND CLASS R) |
-14.86%
Dec 2019 - Dec 2022 |
-7.84%
Dec 2017 - Dec 2022 |
-1.98%
Oct 2013 - Oct 2023 |
-1.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AIERX (INVESCO INTERNATIONAL GROWTH FUND CLASS R) |
29.13%
Mar 2003 - Mar 2006 |
23.31%
Oct 2002 - Oct 2007 |
9.83%
Mar 2003 - Mar 2013 |
8.66%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart