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Performance Comparison
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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