Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AWSAX (INVESCO GLOBAL CORE EQUITY FUND CLASS A) | 4.45% | 5.77% | 7.09% | 3.68% | 3.13% | 5.16% | 3.63% | 4.76% |
Data as of 05/30/2025, AR inception is 02/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSAX (INVESCO GLOBAL CORE EQUITY FUND CLASS A) | 02/21/2001 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 5.77 | 7.09 | 3.68 | 3.13 | 5.16 | 3.63 | 4.76 | 4.45 | 9.73 | 19.15 | -24.62 | 10.54 | -6.56 | 24.54 | -15.01 | 22.83 | 6.72 | -2.18 | 0.16 | 22.28 | 13.22 | -11.14 | 6.77 | 30.08 | -39.03 | 2.31 | 21.08 | 11.42 | 17.50 | 32.15 | -8.08 | 2.94 |
| Sharpe Ratio | NA | 0.13 | 0.21 | 0.10 | 0.09 | NA | NA | 0.19 | 0.36 | 0.24 | 1.22 | -1.13 | 0.81 | -0.18 | 1.87 | -1.11 | 2.93 | 0.42 | -0.15 | 0.01 | 1.98 | 0.90 | -0.44 | 0.35 | 1.12 | -1.03 | -0.05 | 2.09 | 1.19 | 1.70 | 3.25 | -0.50 | 0.07 |
| Standard Deviation(%) | NA | 18.26 | 16.97 | 18.75 | 18.60 | NA | NA | 18.55 | 22.77 | 12.97 | 12.28 | 23.07 | 13.01 | 37.40 | 12.39 | 14.75 | 7.62 | 15.39 | 15.01 | 10.74 | 11.23 | 14.79 | 25.43 | 18.88 | 26.67 | 38.66 | 13.03 | 8.56 | 7.76 | 9.72 | 9.68 | 18.43 | 19.31 |
| Draw Down(%) | NA | 19.35 | 19.35 | 34.82 | 36.12 | NA | NA | 56.97 | 15.69 | 9.15 | 9.93 | 30.44 | 9.15 | 36.12 | 8.01 | 23.72 | 3.06 | 11.45 | 14.07 | 10.36 | 7.45 | 15.45 | 26.34 | 17.72 | 27.91 | 50.35 | 9.77 | 8.07 | 6.36 | 8.08 | 8.18 | 21.27 | 21.86 |
| Yield(%) | 0.00 | 1.66 | 0.76 | 0.67 | 2.03 | 3.26 | 2.91 | 3.75 | 0.00 | 1.82 | 0.34 | 0.04 | 0.91 | 0.16 | 1.48 | 6.66 | 6.04 | 1.44 | 1.19 | 11.40 | 1.78 | 2.07 | 1.27 | 0.67 | 0.77 | 0.26 | 4.71 | 5.56 | 6.20 | 4.26 | 2.26 | 0.04 | 0.01 |
Data as of 05/30/2025, AR inception is 02/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSAX (INVESCO GLOBAL CORE EQUITY FUND CLASS A) |
-16.24%
Feb 2006 - Feb 2009 |
-7.02%
May 2007 - May 2012 |
1.09%
Dec 2006 - Dec 2016 |
0.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSAX (INVESCO GLOBAL CORE EQUITY FUND CLASS A) |
24.28%
Mar 2003 - Mar 2006 |
18.54%
Sep 2002 - Sep 2007 |
9.83%
Feb 2009 - Feb 2019 |
7.72%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart