Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATICX (INVESCO SELECT COMPANIES FUND CLASS C) | NA | 83.07% | 8.41% | 12.20% | 8.58% | 8.10% | NA | … | … |
Data as of 04/23/2021, Common starting date is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATICX (INVESCO SELECT COMPANIES FUND CLASS C) | 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 (%) | 0.43 | 83.07 | 8.41 | 12.20 | 8.58 | 8.10 | NA | … | … | 17.66 | 5.30 | 21.45 | -14.40 | 19.21 | 21.81 | -15.47 | 7.77 | 24.29 | 11.51 | 7.46 | 21.62 | 64.24 | -40.95 | 2.42 | 11.98 | 12.15 | 25.93 | 1.59 |
| Sharpe Ratio | NA | 2.88 | 0.25 | 0.45 | 0.39 | NA | NA | … | … | 2.90 | 0.11 | 1.24 | -0.95 | 1.80 | 1.11 | -1.07 | 0.68 | 2.41 | 0.94 | 0.38 | 1.11 | 1.96 | -1.09 | -0.05 | 0.80 | 0.99 | 2.22 | 1.90 |
| Standard Deviation(%) | NA | 28.85 | 30.58 | 25.23 | 20.75 | NA | NA | … | … | 24.22 | 46.62 | 16.15 | 16.51 | 10.34 | 19.35 | 14.43 | 11.46 | 10.05 | 12.33 | 19.65 | 19.46 | 32.76 | 38.16 | 12.28 | 10.94 | 10.06 | 11.28 | 10.15 |
| Draw Down(%) | NA | 15.22 | 48.99 | 48.99 | 48.99 | NA | NA | … | … | 7.52 | 48.99 | 11.13 | 24.10 | 5.25 | 13.51 | 23.18 | 7.48 | 4.29 | 11.70 | 17.06 | 17.79 | 34.73 | 52.43 | 14.14 | 9.68 | 7.03 | 8.42 | 2.07 |
| Yield(%) | 0.00 | 49.99 | 14.65 | 14.77 | 10.59 | 9.53 | 10.86 | … | … | 0.00 | 33.56 | 10.32 | 6.47 | 17.08 | 4.83 | 20.14 | 11.42 | 6.00 | 7.30 | 0.00 | 0.00 | 0.00 | 0.84 | 5.10 | 8.22 | 1.92 | 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 |
|---|---|---|---|---|
| ATICX (INVESCO SELECT COMPANIES FUND CLASS C) |
-18.86%
Feb 2006 – Feb 2009 |
-5.49%
Feb 2004 – Feb 2009 |
4.30%
Mar 2010 – Mar 2020 |
4.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATICX (INVESCO SELECT COMPANIES FUND CLASS C) |
42.62%
Feb 2009 – Feb 2012 |
30.70%
Feb 2009 – Feb 2014 |
17.29%
Feb 2009 – Feb 2019 |
9.14%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison Chart