Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWEIX (INVESCO DISCIPLINED EQUITY FUND CLASS Y) | 4.13% | 16.46% | 15.70% | 6.80% | 11.79% | 12.20% | 10.17% | … | … |
Data as of 06/04/2026, Common starting date is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWEIX (INVESCO DISCIPLINED EQUITY FUND CLASS Y) | 12/05/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 16.46 | 15.70 | 6.80 | 11.79 | 12.20 | 10.17 | … | … | 4.13 | 11.55 | 19.14 | 20.74 | -21.46 | 17.79 | 16.98 | 30.63 | 0.84 | 20.90 | 9.70 | 1.18 | 15.75 | 31.18 | 15.67 | 4.24 | 13.69 | 27.68 | -32.21 | 6.68 | 13.44 | -0.80 |
| Sharpe Ratio | NA | 1.30 | 0.94 | 0.26 | 0.57 | NA | NA | … | … | 0.63 | 0.51 | 1.32 | 1.35 | -0.93 | 1.27 | 0.49 | 2.30 | -0.03 | 3.03 | 0.74 | 0.07 | 1.41 | 3.02 | 1.28 | 0.19 | 0.80 | 1.04 | -0.80 | 0.23 | 1.08 | -1.79 |
| Standard Deviation(%) | NA | 11.53 | 13.81 | 16.67 | 17.89 | NA | NA | … | … | 13.33 | 17.12 | 11.75 | 12.73 | 24.69 | 13.99 | 34.19 | 12.70 | 17.05 | 6.71 | 12.89 | 15.58 | 11.18 | 10.32 | 12.30 | 22.59 | 16.98 | 26.46 | 41.20 | 15.59 | 9.28 | 7.55 |
| Draw Down(%) | NA | 11.93 | 16.73 | 28.54 | 32.92 | NA | NA | … | … | 11.93 | 16.61 | 7.04 | 9.45 | 24.09 | 6.96 | 32.92 | 6.31 | 18.45 | 2.80 | 10.36 | 11.22 | 7.56 | 4.57 | 10.32 | 16.86 | 15.62 | 26.59 | 45.99 | 10.17 | 7.23 | 2.27 |
| Yield(%) | 0.00 | 14.18 | 9.87 | 5.49 | 7.07 | 8.89 | 7.88 | … | … | 0.00 | 14.17 | 7.20 | 5.45 | 0.72 | 0.58 | 0.68 | 2.66 | 8.20 | 3.12 | 1.64 | 5.30 | 4.82 | 6.41 | 5.16 | 2.74 | 1.03 | 1.13 | 1.18 | 10.79 | 0.80 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWEIX (INVESCO DISCIPLINED EQUITY FUND CLASS Y) |
-12.19%
Feb 2006 – Feb 2009 |
0.82%
May 2007 – May 2012 |
7.51%
Jan 2006 – Jan 2016 |
8.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWEIX (INVESCO DISCIPLINED EQUITY FUND CLASS Y) |
26.02%
Feb 2009 – Feb 2012 |
22.73%
Feb 2009 – Feb 2014 |
16.91%
Feb 2009 – Feb 2019 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart