Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
ATIRX (INVESCO SELECT COMPANIES FUND CLASS R) | NA | 83.83% | 8.96% | 12.77% | 9.12% | 7.74% | NA | 9.56% |
Data as of 04/23/2021, AR inception is 06/17/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
ATIRX (INVESCO SELECT COMPANIES FUND CLASS R) | 06/17/2004 | 04/23/2021 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.41 | 83.83 | 8.96 | 12.77 | 9.12 | 7.74 | NA | 9.56 | 17.82 | 5.85 | 22.01 | -13.95 | 19.80 | 22.41 | -15.01 | 8.29 | 24.91 | 12.05 | 7.96 | 22.25 | 65.08 | -40.65 | -2.03 | 4.35 | 10.90 | 18.78 |
Sharpe Ratio | NA | 2.90 | 0.26 | 0.47 | 0.42 | NA | NA | 0.38 | 2.94 | 0.12 | 1.28 | -0.93 | 1.85 | 1.14 | -1.04 | 0.72 | 2.48 | 0.98 | 0.40 | 1.14 | 1.98 | -1.09 | -0.37 | 0.08 | 0.86 | 3.30 |
Standard Deviation(%) | NA | 28.84 | 30.52 | 25.19 | 20.72 | NA | NA | 21.52 | 24.13 | 46.54 | 16.10 | 16.48 | 10.41 | 19.39 | 14.43 | 11.44 | 10.05 | 12.33 | 19.61 | 19.48 | 32.80 | 38.09 | 13.80 | 13.52 | 10.12 | 10.92 |
Draw Down(%) | NA | 15.19 | 48.96 | 48.96 | 48.96 | NA | NA | 64.83 | 7.51 | 48.96 | 11.03 | 23.94 | 5.21 | 13.45 | 22.83 | 7.33 | 4.27 | 11.61 | 16.89 | 17.61 | 34.62 | 52.24 | 18.17 | 9.55 | 6.83 | 8.39 |
Yield(%) | 0.00 | 42.85 | 12.97 | 13.49 | 10.25 | 8.64 | 9.13 | 11.41 | 0.00 | 28.84 | 9.02 | 5.74 | 15.48 | 4.41 | 18.91 | 10.85 | 5.74 | 7.51 | 0.00 | 0.00 | 0.02 | 0.83 | 0.44 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2021, AR inception is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
ATIRX (INVESCO SELECT COMPANIES FUND CLASS R) |
-21.80%
Feb 2006 - Feb 2009 |
-3.81%
Mar 2015 - Mar 2020 |
4.48%
Jan 2006 - Jan 2016 |
4.17%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
ATIRX (INVESCO SELECT COMPANIES FUND CLASS R) |
43.36%
Feb 2009 - Feb 2012 |
31.35%
Feb 2009 - Feb 2014 |
17.88%
Feb 2009 - Feb 2019 |
8.46%
Jul 2004 - Jul 2019 |
Annualized Rolling Returns Comparison Chart