Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMMX (INVESCO SUMMIT FUND CLASS A) | 8.40% | 22.23% | 21.60% | 8.74% | 15.36% | 13.75% | 10.68% | … | … |
Data as of 06/03/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMMX (INVESCO SUMMIT FUND CLASS A) | 11/16/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 22.23 | 21.60 | 8.74 | 15.36 | 13.75 | 10.68 | … | … | 8.40 | 10.95 | 34.17 | 36.65 | -33.23 | 10.50 | 42.05 | 38.44 | -3.18 | 29.70 | 2.26 | 6.24 | 8.71 | 37.78 | 15.28 | -4.74 | 14.40 | 20.30 | -37.47 | 17.32 | 7.79 | 3.18 |
| Sharpe Ratio | NA | 1.00 | 0.84 | 0.24 | 0.60 | NA | NA | … | … | 0.73 | 0.30 | 1.51 | 1.87 | -1.10 | 0.53 | 1.21 | 2.42 | -0.21 | 3.15 | 0.13 | 0.36 | 0.57 | 3.12 | 1.04 | -0.19 | 0.82 | 1.15 | -1.08 | 0.99 | 0.34 | 2.97 |
| Standard Deviation(%) | NA | 20.08 | 22.46 | 23.99 | 22.66 | NA | NA | … | … | 22.42 | 27.38 | 20.25 | 17.82 | 31.72 | 19.86 | 34.30 | 15.29 | 21.51 | 9.27 | 15.47 | 17.45 | 15.26 | 12.12 | 14.70 | 25.34 | 17.38 | 17.53 | 35.43 | 14.40 | 12.96 | 9.16 |
| Draw Down(%) | NA | 20.01 | 28.52 | 40.73 | 40.73 | NA | NA | … | … | 15.66 | 28.52 | 14.13 | 13.28 | 35.46 | 12.77 | 30.85 | 8.06 | 24.69 | 2.96 | 16.46 | 13.14 | 9.88 | 5.93 | 12.43 | 21.92 | 15.43 | 18.84 | 46.06 | 8.42 | 12.11 | 1.64 |
| Yield(%) | 0.00 | 15.02 | 8.24 | 7.76 | 12.18 | 12.84 | 9.97 | … | … | 0.00 | 14.72 | 2.80 | 0.00 | 6.25 | 19.26 | 8.67 | 10.90 | 10.56 | 4.70 | 6.24 | 6.90 | 14.17 | 2.77 | 0.20 | 0.02 | 0.02 | 0.76 | 4.39 | 2.02 | 0.54 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMMX (INVESCO SUMMIT FUND CLASS A) |
-12.14%
Feb 2006 – Feb 2009 |
-1.91%
Oct 2007 – Oct 2012 |
4.99%
Jan 2006 – Jan 2016 |
7.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMMX (INVESCO SUMMIT FUND CLASS A) |
29.52%
Dec 2018 – Dec 2021 |
24.44%
Jun 2016 – Jun 2021 |
18.60%
Sep 2011 – Sep 2021 |
14.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart