Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMYX (INVESCO SUMMIT FUND CLASS Y) | 8.45% | 21.47% | 21.87% | 8.72% | 15.59% | 14.14% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMYX (INVESCO SUMMIT FUND CLASS Y) | 10/10/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 21.47 | 21.87 | 8.72 | 15.59 | 14.14 | NA | … | … | 8.45 | -1.50 | 31.98 | 36.98 | -39.02 | -7.78 | 33.41 | 38.78 | -2.95 | 30.03 | 2.54 | 6.46 | 8.99 | 37.99 | 15.66 | -4.41 | 14.66 | 20.47 | 1.86 |
| Sharpe Ratio | NA | 1.02 | 0.85 | 0.26 | 0.61 | NA | NA | … | … | 0.75 | -0.15 | 1.26 | 1.85 | -1.22 | -0.27 | 0.95 | 2.44 | -0.20 | 3.20 | 0.15 | 0.37 | 0.59 | 3.14 | 1.08 | -0.18 | 0.84 | 1.16 | 0.15 |
| Standard Deviation(%) | NA | 20.08 | 22.46 | 23.99 | 22.67 | NA | NA | … | … | 22.40 | 30.12 | 20.23 | 17.89 | 33.33 | 29.09 | 34.72 | 15.29 | 21.55 | 9.23 | 15.47 | 17.45 | 15.28 | 12.10 | 14.59 | 25.28 | 17.35 | 17.53 | 57.97 |
| Draw Down(%) | NA | 19.95 | 28.49 | 40.57 | 40.57 | NA | NA | … | … | 15.61 | 28.49 | 14.12 | 13.26 | 40.62 | 27.38 | 30.84 | 8.04 | 24.65 | 2.93 | 16.41 | 13.12 | 9.86 | 5.92 | 12.41 | 21.81 | 15.33 | 18.75 | 20.33 |
| Yield(%) | 0.00 | 14.30 | 7.95 | 7.49 | 12.06 | 13.08 | 13.40 | … | … | 0.00 | 14.14 | 2.70 | 0.00 | 6.08 | 18.86 | 8.52 | 10.76 | 10.46 | 4.79 | 6.37 | 6.87 | 14.15 | 3.01 | 0.50 | 0.26 | 0.27 | 0.92 | 7.24 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ASMYX (INVESCO SUMMIT FUND CLASS Y) |
0.38%
Apr 2021 – Apr 2024 |
6.03%
Mar 2021 – Mar 2026 |
10.89%
Oct 2013 – Oct 2023 |
12.46%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMYX (INVESCO SUMMIT FUND CLASS Y) |
29.83%
Dec 2018 – Dec 2021 |
24.74%
Jun 2016 – Jun 2021 |
18.89%
Sep 2011 – Sep 2021 |
15.10%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart