Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATIIX (INVESCO SELECT COMPANIES FUND CLASS R5) | NA | 84.96% | 9.62% | 13.45% | 9.77% | 9.34% | NA | … | … |
Data as of 04/23/2021, Common starting date is 06/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATIIX (INVESCO SELECT COMPANIES FUND CLASS R5) | 06/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 84.96 | 9.62 | 13.45 | 9.77 | 9.34 | NA | … | … | 18.08 | 6.50 | 22.78 | -13.47 | 20.52 | 23.12 | -14.55 | 8.94 | 25.63 | 12.72 | 8.70 | 23.00 | 66.39 | -40.20 | 3.70 | 13.39 | 11.64 | 19.13 |
| Sharpe Ratio | NA | 2.94 | 0.29 | 0.50 | 0.45 | NA | NA | … | … | 2.99 | 0.13 | 1.33 | -0.90 | 1.93 | 1.18 | -1.01 | 0.78 | 2.55 | 1.04 | 0.44 | 1.18 | 2.03 | -1.08 | 0.06 | 0.93 | 0.94 | 3.34 |
| Standard Deviation(%) | NA | 28.83 | 30.54 | 25.19 | 20.72 | NA | NA | … | … | 24.18 | 46.58 | 16.10 | 16.46 | 10.33 | 19.35 | 14.42 | 11.44 | 10.02 | 12.34 | 19.64 | 19.41 | 32.73 | 38.08 | 12.29 | 10.93 | 10.10 | 10.92 |
| Draw Down(%) | NA | 15.16 | 48.93 | 48.93 | 48.93 | NA | NA | … | … | 7.48 | 48.93 | 10.98 | 23.79 | 5.16 | 13.39 | 22.50 | 7.19 | 4.20 | 11.45 | 16.66 | 17.44 | 34.52 | 51.89 | 13.75 | 9.31 | 6.71 | 8.38 |
| Yield(%) | 0.00 | 36.65 | 11.45 | 12.27 | 9.93 | 9.47 | 10.12 | … | … | 0.00 | 24.72 | 7.86 | 5.08 | 13.98 | 4.02 | 17.69 | 10.27 | 5.49 | 7.78 | 0.00 | 0.00 | 0.20 | 1.26 | 5.74 | 8.04 | 0.00 | 0.00 |
Data as of 04/23/2021, Common starting date is 06/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIIX (INVESCO SELECT COMPANIES FUND CLASS R5) |
-17.86%
Feb 2006 – Feb 2009 |
-3.23%
Mar 2015 – Mar 2020 |
5.45%
Mar 2010 – Mar 2020 |
5.73%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIIX (INVESCO SELECT COMPANIES FUND CLASS R5) |
44.38%
Feb 2009 – Feb 2012 |
32.21%
Feb 2009 – Feb 2014 |
18.62%
Feb 2009 – Feb 2019 |
10.07%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart