Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATIAX (INVESCO SELECT COMPANIES FUND CLASS A) | NA | 84.40% | 9.22% | 13.06% | 9.39% | 8.92% | NA | … | … |
Data as of 04/23/2021, Common starting date is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATIAX (INVESCO SELECT COMPANIES FUND CLASS A) | 11/28/2003 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 84.40 | 9.22 | 13.06 | 9.39 | 8.92 | NA | … | … | 17.89 | 6.14 | 22.32 | -13.74 | 20.11 | 22.70 | -14.79 | 8.55 | 25.23 | 12.38 | 8.19 | 22.56 | 65.48 | -40.51 | 3.31 | 12.79 | 12.92 | 26.82 | 1.59 |
| Sharpe Ratio | NA | 2.92 | 0.27 | 0.48 | 0.43 | NA | NA | … | … | 2.96 | 0.13 | 1.30 | -0.91 | 1.89 | 1.16 | -1.03 | 0.75 | 2.51 | 1.01 | 0.42 | 1.15 | 2.00 | -1.08 | 0.02 | 0.87 | 1.08 | 2.27 | 1.95 |
| Standard Deviation(%) | NA | 28.85 | 30.55 | 25.20 | 20.74 | NA | NA | … | … | 24.13 | 46.61 | 16.06 | 16.49 | 10.37 | 19.37 | 14.44 | 11.44 | 10.05 | 12.33 | 19.66 | 19.49 | 32.77 | 38.15 | 12.30 | 10.98 | 10.00 | 11.39 | 9.88 |
| Draw Down(%) | NA | 15.18 | 48.94 | 48.94 | 48.94 | NA | NA | … | … | 7.48 | 48.94 | 11.00 | 23.88 | 5.19 | 13.42 | 22.68 | 7.28 | 4.24 | 11.56 | 16.79 | 17.58 | 34.61 | 52.09 | 13.93 | 9.46 | 6.82 | 8.39 | 1.98 |
| Yield(%) | 0.00 | 40.18 | 12.32 | 12.98 | 10.12 | 9.47 | 10.97 | … | … | 0.00 | 27.05 | 8.52 | 5.46 | 14.85 | 4.25 | 18.41 | 10.61 | 5.64 | 7.64 | 0.00 | 0.00 | 0.09 | 0.82 | 5.51 | 8.10 | 1.90 | 0.72 | 0.00 |
Data as of 04/23/2021, Common starting date is 11/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIAX (INVESCO SELECT COMPANIES FUND CLASS A) |
-18.24%
Feb 2006 – Feb 2009 |
-4.78%
Feb 2004 – Feb 2009 |
5.08%
Mar 2010 – Mar 2020 |
5.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIAX (INVESCO SELECT COMPANIES FUND CLASS A) |
43.70%
Feb 2009 – Feb 2012 |
31.68%
Feb 2009 – Feb 2014 |
18.17%
Feb 2009 – Feb 2019 |
9.96%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison Chart