Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATISX (Invesco Select Companies Fund Cl R6) | NA | 41.54% | 0.30% | NA | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATISX (Invesco Select Companies Fund Cl R6) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 41.54 | 0.30 | NA | NA | NA | NA | … | … | 18.07 | -18.52 | 7.36 | -0.12 | 15.24 |
| Sharpe Ratio | NA | 1.08 | -0.02 | NA | NA | NA | NA | … | … | 2.99 | -0.35 | 0.21 | -0.06 | 2.06 |
| Standard Deviation(%) | NA | 38.25 | 33.73 | NA | NA | NA | NA | … | … | 24.17 | 52.75 | 28.57 | 25.73 | 9.95 |
| Draw Down(%) | NA | 22.91 | 48.91 | NA | NA | NA | NA | … | … | 7.50 | 48.91 | 17.27 | 15.20 | 5.16 |
| Yield(%) | 0.00 | 0.00 | 3.78 | 5.02 | 2.51 | 1.67 | 1.25 | … | … | 0.00 | 0.00 | 7.85 | 5.07 | 13.41 |
Data as of 04/23/2021, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATISX (Invesco Select Companies Fund Cl R6) |
-4.64%
Dec 2017 – Dec 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATISX (Invesco Select Companies Fund Cl R6) |
2.90%
Aug 2017 – Aug 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart