Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATIBX (INVESCO SELECT COMPANIES FUND CLASS B) | NA | 20.08% | 7.82% | 10.10% | 10.03% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 11/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATIBX (INVESCO SELECT COMPANIES FUND CLASS B) | 11/10/2003 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 20.08 | 7.82 | 10.10 | 10.03 | NA | NA | … | … | 3.15 | 1.60 | 17.09 | -36.20 | -3.91 | 17.94 | 4.06 | 7.45 | 21.59 | 64.29 | -41.87 | -2.74 | 3.69 | 10.34 | 25.32 | 3.77 |
| Sharpe Ratio | NA | -0.88 | -1.28 | -1.16 | -0.74 | NA | NA | … | … | 4.99 | -0.92 | -0.86 | -1.64 | -1.31 | -0.05 | -1.04 | -0.56 | 0.15 | 1.39 | -1.61 | -1.79 | -1.38 | -1.06 | 0.50 | -0.59 |
| Standard Deviation(%) | NA | 19.18 | 24.94 | 21.42 | 24.02 | NA | NA | … | … | 10.70 | 19.25 | 19.78 | 33.30 | 17.11 | 11.24 | 14.12 | 19.69 | 19.48 | 32.77 | 38.11 | 13.90 | 13.58 | 10.04 | 11.35 | 10.17 |
| Draw Down(%) | NA | 15.44 | 47.47 | 51.70 | 57.59 | NA | NA | … | … | 1.35 | 15.44 | 13.49 | 41.97 | 15.49 | 6.58 | 11.73 | 17.09 | 17.77 | 34.69 | 52.43 | 18.55 | 9.67 | 6.96 | 8.50 | 2.07 |
| Yield(%) | 0.00 | 16.71 | 11.86 | 11.49 | 9.57 | 10.02 | 7.52 | … | … | 0.00 | 17.05 | 4.82 | 20.11 | 11.41 | 6.00 | 7.29 | 0.00 | 0.00 | 0.00 | 0.84 | 5.10 | 8.21 | 1.92 | 0.72 | 0.00 |
Data as of 01/26/2018, Common starting date is 11/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIBX (INVESCO SELECT COMPANIES FUND CLASS B) |
-18.84%
Feb 2006 – Feb 2009 |
-5.44%
Feb 2004 – Feb 2009 |
5.27%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIBX (INVESCO SELECT COMPANIES FUND CLASS B) |
42.60%
Feb 2009 – Feb 2012 |
30.69%
Feb 2009 – Feb 2014 |
11.46%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart