Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) | 9.92% | 7.62% | 11.18% | 4.13% | 4.28% | 5.93% | NA | 3.92% |
Data as of 07/03/2025, AR inception is 11/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) | 11/10/2005 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 7.62 | 11.18 | 4.13 | 4.28 | 5.93 | NA | 3.92 | 9.92 | 10.14 | 19.60 | -24.40 | 10.99 | -6.03 | 24.93 | -14.81 | 23.13 | 7.08 | -1.91 | 0.60 | 22.60 | 13.58 | -10.76 | 7.45 | 30.90 | -38.66 | 2.84 | 21.72 | -2.17 |
| Sharpe Ratio | NA | 0.21 | 0.39 | 0.15 | 0.13 | NA | NA | 0.13 | 0.71 | 0.27 | 1.27 | -1.12 | 0.85 | -0.17 | 1.90 | -1.10 | 2.97 | 0.45 | -0.13 | 0.05 | 2.01 | 0.92 | -0.42 | 0.39 | 1.15 | -1.02 | -0.01 | 2.19 | -1.08 |
| Standard Deviation(%) | NA | 18.35 | 16.42 | 18.30 | 18.55 | NA | NA | 19.50 | 21.30 | 12.94 | 12.18 | 23.05 | 12.95 | 37.19 | 12.38 | 14.68 | 7.61 | 15.41 | 14.96 | 10.72 | 11.23 | 14.80 | 25.39 | 18.88 | 26.75 | 38.61 | 13.04 | 8.48 | 16.38 |
| Draw Down(%) | NA | 19.18 | 19.18 | 34.16 | 36.06 | NA | NA | 56.63 | 15.72 | 9.00 | 9.78 | 30.28 | 9.02 | 36.06 | 7.96 | 23.52 | 3.02 | 11.39 | 13.96 | 10.24 | 7.43 | 15.36 | 26.17 | 17.70 | 27.81 | 50.10 | 9.73 | 7.98 | 6.26 |
| Yield(%) | 0.00 | 2.09 | 1.24 | 0.92 | 2.37 | 3.66 | 2.80 | 2.94 | 0.00 | 2.37 | 0.68 | 0.35 | 1.16 | 0.16 | 1.79 | 6.83 | 6.25 | 1.80 | 1.50 | 11.66 | 2.14 | 2.36 | 1.41 | 1.29 | 1.57 | 0.26 | 5.30 | 6.06 | 0.00 |
Data as of 07/03/2025, AR inception is 11/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) |
-15.78%
Feb 2006 - Feb 2009 |
-6.51%
May 2007 - May 2012 |
1.54%
Dec 2006 - Dec 2016 |
0.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) |
19.00%
Feb 2009 - Feb 2012 |
16.36%
Feb 2009 - Feb 2014 |
10.24%
Feb 2009 - Feb 2019 |
7.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart