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Performance Comparison
Comparison Box

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