Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMMX (INVESCO SUMMIT FUND CLASS B) | NA | 33.57% | 14.37% | 16.31% | 8.46% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMMX (INVESCO SUMMIT FUND CLASS B) | 11/16/2005 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.61 | 33.57 | 14.37 | 16.31 | 8.46 | NA | NA | … | … | 9.70 | 28.63 | 1.51 | 5.63 | 8.10 | 36.71 | 14.50 | -5.38 | 13.97 | 19.29 | -37.82 | 16.38 | 7.02 | 3.10 |
| Sharpe Ratio | NA | 3.47 | 0.98 | 1.13 | 0.43 | NA | NA | … | … | 29.40 | 3.04 | 0.08 | 0.32 | 0.53 | 3.03 | 1.00 | -0.21 | 0.80 | 1.09 | -1.09 | 0.92 | 0.28 | 2.83 |
| Standard Deviation(%) | NA | 9.46 | 14.29 | 14.18 | 19.24 | NA | NA | … | … | 9.00 | 9.23 | 15.45 | 17.35 | 15.27 | 12.12 | 14.63 | 25.24 | 17.27 | 17.54 | 35.40 | 14.42 | 12.91 | 9.29 |
| Draw Down(%) | NA | 2.97 | 18.94 | 18.94 | 49.22 | NA | NA | … | … | 0.53 | 2.97 | 16.50 | 13.24 | 9.91 | 6.01 | 12.65 | 22.06 | 15.23 | 18.87 | 46.24 | 8.45 | 12.10 | 1.64 |
| Yield(%) | 0.00 | 4.87 | 6.11 | 8.64 | 4.72 | 3.75 | 2.82 | … | … | 0.00 | 5.09 | 6.68 | 7.30 | 14.74 | 2.69 | 0.00 | 0.00 | 0.33 | 0.00 | 4.09 | 1.59 | 0.43 | 0.00 |
Data as of 01/26/2018, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMMX (INVESCO SUMMIT FUND CLASS B) |
-12.78%
Feb 2006 – Feb 2009 |
-2.53%
Oct 2007 – Oct 2012 |
4.31%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMMX (INVESCO SUMMIT FUND CLASS B) |
20.61%
Sep 2011 – Sep 2014 |
18.59%
Feb 2009 – Feb 2014 |
6.64%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart