Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATKIX (Invesco Global Inst ) | NA | 27.52% | -4.29% | 1.67% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATKIX (Invesco Global Inst ) | 06/17/2004 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.52 | -4.29 | 1.67 | NA | NA | NA | … | … | 4.36 | 10.32 | 29.44 | -43.31 | 6.42 | 26.84 | 5.67 | 7.70 |
| Sharpe Ratio | NA | 2.19 | -0.19 | 0.02 | NA | NA | NA | … | … | 1.03 | 0.66 | 1.23 | -1.13 | 0.21 | 1.93 | 0.36 | 1.36 |
| Standard Deviation(%) | NA | 12.51 | 27.40 | 23.79 | NA | NA | NA | … | … | 10.06 | 15.52 | 23.89 | 39.18 | 16.18 | 12.23 | 9.59 | 9.91 |
| Draw Down(%) | NA | 5.84 | 55.83 | 60.32 | NA | NA | NA | … | … | 5.84 | 15.28 | 25.32 | 53.38 | 11.44 | 12.39 | 6.92 | 8.74 |
| Yield(%) | 0.00 | 0.00 | 0.59 | 3.98 | 2.38 | 1.58 | 1.19 | … | … | 0.00 | 0.00 | 0.00 | 1.74 | 11.55 | 4.56 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATKIX (Invesco Global Inst ) |
-15.26%
Feb 2006 – Feb 2009 |
-0.70%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATKIX (Invesco Global Inst ) |
18.55%
Oct 2004 – Oct 2007 |
2.08%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart