Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMMX (INVESCO SUMMIT FUND CLASS C) | 8.07% | 21.42% | 20.73% | 7.92% | 14.49% | 12.89% | 9.85% | … | … |
Data as of 06/03/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMMX (INVESCO SUMMIT FUND CLASS C) | 11/16/2005 | 06/03/2026 |
| 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 (%) | 1.48 | 21.42 | 20.73 | 7.92 | 14.49 | 12.89 | 9.85 | … | … | 8.07 | -7.49 | 29.82 | 35.56 | -41.21 | -12.48 | 30.59 | 37.37 | -3.90 | 28.67 | 1.51 | 5.45 | 7.87 | 36.71 | 14.43 | -5.39 | 13.52 | 19.32 | -37.89 | 16.38 | 6.93 | 3.18 |
| Sharpe Ratio | NA | 0.97 | 0.80 | 0.21 | 0.56 | NA | NA | … | … | 0.69 | -0.32 | 1.15 | 1.76 | -1.25 | -0.39 | 0.87 | 2.35 | -0.24 | 3.04 | 0.08 | 0.31 | 0.51 | 3.04 | 0.99 | -0.21 | 0.78 | 1.09 | -1.09 | 0.93 | 0.29 | 2.92 |
| Standard Deviation(%) | NA | 20.08 | 22.48 | 24.01 | 22.67 | NA | NA | … | … | 22.45 | 32.68 | 20.29 | 17.91 | 34.29 | 32.38 | 34.89 | 15.30 | 21.50 | 9.25 | 15.47 | 17.48 | 15.29 | 12.08 | 14.64 | 25.30 | 17.27 | 17.62 | 35.36 | 14.41 | 12.84 | 9.39 |
| Draw Down(%) | NA | 20.20 | 28.64 | 41.24 | 41.24 | NA | NA | … | … | 15.80 | 28.64 | 14.17 | 13.52 | 42.75 | 30.48 | 30.88 | 8.11 | 24.84 | 2.98 | 16.55 | 13.27 | 9.93 | 6.02 | 12.53 | 22.10 | 15.52 | 18.89 | 46.31 | 8.45 | 12.17 | 1.64 |
| Yield(%) | 0.00 | 19.31 | 10.38 | 9.06 | 13.11 | 13.15 | 9.92 | … | … | 0.00 | 18.86 | 3.55 | 0.00 | 7.61 | 22.42 | 9.92 | 12.22 | 11.61 | 5.10 | 6.70 | 7.32 | 14.78 | 2.70 | 0.00 | 0.00 | 0.00 | 0.00 | 4.09 | 1.59 | 0.43 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CSMMX (INVESCO SUMMIT FUND CLASS C) |
-12.81%
Feb 2006 – Feb 2009 |
-2.64%
Oct 2007 – Oct 2012 |
4.19%
Jan 2006 – Jan 2016 |
6.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMMX (INVESCO SUMMIT FUND CLASS C) |
28.50%
Dec 2018 – Dec 2021 |
23.49%
Jun 2016 – Jun 2021 |
17.70%
Sep 2011 – Sep 2021 |
13.94%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart