Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) | 7.46% | 17.38% | 17.09% | 5.55% | 6.57% | 5.91% | 4.50% | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSIX (INVESCO GLOBAL CORE EQUITY FUND CLASS R5) | 11/10/2005 | 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 (%) | -0.50 | 17.38 | 17.09 | 5.55 | 6.57 | 5.91 | 4.50 | … | … | 7.46 | 15.65 | 16.79 | 22.19 | -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 | 1.35 | 1.05 | 0.21 | 0.28 | NA | NA | … | … | 1.19 | 0.78 | 1.13 | 1.56 | -1.12 | 0.85 | -0.17 | 1.89 | -1.11 | 2.97 | 0.45 | -0.13 | 0.05 | 2.01 | 0.92 | -0.42 | 0.39 | 1.15 | -1.02 | -0.02 | 2.17 | -1.09 |
| Standard Deviation(%) | NA | 12.33 | 13.71 | 15.90 | 18.11 | NA | NA | … | … | 14.93 | 16.51 | 11.62 | 11.97 | 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 | 10.14 | 15.72 | 34.07 | 36.06 | NA | NA | … | … | 10.14 | 15.72 | 6.19 | 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 | 9.01 | 7.93 | 4.09 | 4.32 | 4.32 | 3.58 | … | … | 0.00 | 9.56 | 9.15 | 3.21 | 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 06/04/2026, Common starting date 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) |
20.89%
Sep 2022 – Sep 2025 |
16.36%
Feb 2009 – Feb 2014 |
10.24%
Feb 2009 – Feb 2019 |
7.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart