Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AWSRX (INVESCO GLOBAL CORE EQUITY FUND CLASS R) | 4.27% | 5.23% | 6.79% | 3.67% | 2.92% | NA | NA | 3.83% |
Data as of 05/29/2025, AR inception is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSRX (INVESCO GLOBAL CORE EQUITY FUND CLASS R) | 05/24/2011 | 05/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 5.23 | 6.79 | 3.67 | 2.92 | NA | NA | 3.83 | 4.27 | 9.40 | 18.93 | -24.87 | 10.34 | -6.81 | 25.22 | -15.27 | 22.54 | 6.46 | -2.52 | 0.02 | 21.90 | 12.98 | -13.09 |
| Sharpe Ratio | NA | -0.14 | 0.24 | 0.16 | 0.06 | NA | NA | 0.15 | 0.45 | 0.21 | 1.22 | -1.14 | 0.79 | -0.19 | 1.91 | -1.13 | 2.89 | 0.41 | -0.17 | 0.00 | 1.94 | 0.88 | -0.67 |
| Standard Deviation(%) | NA | 18.27 | 17.19 | 18.90 | 18.61 | NA | NA | 18.05 | 23.70 | 13.05 | 12.19 | 23.09 | 13.04 | 37.37 | 12.48 | 14.71 | 7.63 | 15.39 | 15.02 | 10.74 | 11.24 | 14.88 | 30.67 |
| Draw Down(%) | NA | 19.45 | 19.45 | 35.11 | 36.10 | NA | NA | 36.10 | 15.73 | 9.16 | 9.91 | 30.56 | 9.18 | 36.10 | 8.02 | 23.89 | 3.00 | 11.46 | 14.09 | 10.44 | 7.53 | 15.48 | 24.16 |
| Yield(%) | 0.00 | 1.22 | 0.49 | 0.45 | 1.86 | 2.45 | 1.83 | 2.62 | 0.00 | 1.34 | 0.05 | 0.00 | 0.62 | 0.16 | 1.91 | 6.41 | 5.75 | 1.17 | 1.00 | 11.13 | 1.50 | 1.75 | 0.80 |
Data as of 05/29/2025, AR inception is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSRX (INVESCO GLOBAL CORE EQUITY FUND CLASS R) |
-8.25%
Dec 2019 - Dec 2022 |
-4.46%
Sep 2017 - Sep 2022 |
1.37%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSRX (INVESCO GLOBAL CORE EQUITY FUND CLASS R) |
15.04%
May 2012 - May 2015 |
10.27%
Jul 2012 - Jul 2017 |
7.43%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart