Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AWSCX (INVESCO GLOBAL CORE EQUITY FUND CLASS C) | 4.42% | 3.34% | 5.92% | 2.82% | 2.05% | 4.03% | 2.73% | 3.90% |
Data as of 05/27/2025, AR inception is 02/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSCX (INVESCO GLOBAL CORE EQUITY FUND CLASS C) | 02/21/2001 | 05/27/2025 |
| 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 (%) | -0.27 | 3.34 | 5.92 | 2.82 | 2.05 | 4.03 | 2.73 | 3.90 | 4.42 | 8.35 | 18.10 | -25.40 | 9.44 | -8.35 | 23.74 | -15.69 | 21.97 | 5.88 | -2.96 | -0.55 | 21.33 | 12.39 | -11.82 | 5.95 | 29.16 | -39.52 | 1.55 | 20.16 | 10.66 | 16.75 | 31.37 | -8.68 | 2.30 |
| Sharpe Ratio | NA | -0.20 | 0.19 | 0.10 | 0.02 | NA | NA | 0.14 | 0.43 | 0.13 | 1.14 | -1.17 | 0.72 | -0.23 | 1.80 | -1.16 | 2.81 | 0.37 | -0.20 | -0.05 | 1.90 | 0.84 | -0.47 | 0.31 | 1.09 | -1.04 | -0.11 | 1.98 | 1.10 | 1.62 | 3.12 | -0.52 | 0.03 |
| Standard Deviation(%) | NA | 18.37 | 17.22 | 19.15 | 18.73 | NA | NA | 18.64 | 23.65 | 13.17 | 12.25 | 23.07 | 13.14 | 37.93 | 12.42 | 14.74 | 7.62 | 15.34 | 15.00 | 10.74 | 11.20 | 14.83 | 25.42 | 18.94 | 26.73 | 38.63 | 13.03 | 8.57 | 7.70 | 9.76 | 9.84 | 18.89 | 19.34 |
| Draw Down(%) | NA | 19.97 | 19.97 | 36.63 | 36.63 | NA | NA | 57.40 | 15.82 | 9.62 | 10.09 | 30.82 | 9.55 | 36.13 | 8.03 | 24.26 | 3.09 | 11.51 | 14.26 | 10.51 | 7.55 | 15.62 | 26.54 | 17.88 | 27.97 | 50.72 | 9.93 | 8.14 | 6.42 | 8.20 | 8.28 | 21.62 | 22.00 |
| Yield(%) | 0.00 | 0.30 | 0.12 | 0.11 | 1.40 | 2.41 | 2.27 | 2.91 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.17 | 0.26 | 6.19 | 5.39 | 0.65 | 0.64 | 11.02 | 0.97 | 1.20 | 0.83 | 0.34 | 0.00 | 0.27 | 3.89 | 4.97 | 5.72 | 4.11 | 1.72 | 0.00 | 0.00 |
Data as of 05/27/2025, 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 |
|---|---|---|---|---|
| AWSCX (INVESCO GLOBAL CORE EQUITY FUND CLASS C) |
-16.85%
Feb 2006 - Feb 2009 |
-7.72%
May 2007 - May 2012 |
0.32%
Dec 2006 - Dec 2016 |
-0.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSCX (INVESCO GLOBAL CORE EQUITY FUND CLASS C) |
23.45%
Mar 2003 - Mar 2006 |
17.72%
Sep 2002 - Sep 2007 |
9.01%
Feb 2009 - Feb 2019 |
6.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart