Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/13/2013.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CSTGX (Invesco Constellation A) NA 19.15% 13.57% 5.61% 4.03% 3.27% 5.67% 8.08%
More Performance Analytics Comparison
Name Start Date End Date
CSTGX (Invesco Constellation A) 07/07/1987 09/13/2013
The return data shown below all have the same latest date: 09/13/2013.
AR inception is since 07/07/1987.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987
Annualized Return (%) 1.66 19.15 13.57 5.61 4.03 3.27 5.67 8.08 22.28 12.22 -8.29 15.13 20.54 -42.66 12.01 5.85 8.45 6.18 29.34 -24.75 -23.61 -10.58 44.42 18.92 12.84 16.19 35.39 1.33 17.29 15.03 70.44 -4.09 38.38 16.55 -24.44
Sharpe Ratio NA 1.51 0.72 0.19 0.15 NA NA 0.25 2.68 0.82 -0.32 0.83 1.05 -1.16 0.52 0.19 0.52 0.38 1.55 -0.95 -0.89 -0.37 1.87 0.64 0.46 0.73 1.81 -0.11 1.07 0.75 3.39 -0.41 2.24 0.67 -0.86
Standard Deviation(%) NA 12.68 18.83 23.83 20.11 NA NA 22.48 12.35 14.93 26.36 18.06 19.40 37.59 17.31 13.84 12.03 13.79 18.54 27.29 29.47 39.96 22.01 24.39 20.20 17.33 17.44 14.94 14.14 16.76 19.56 22.77 14.56 17.65 55.23
Draw Down(%) NA 9.32 22.83 42.01 56.04 NA NA 65.62 7.03 13.70 22.83 16.58 20.74 50.46 10.88 14.31 8.94 13.99 12.91 33.30 43.29 32.13 11.90 31.15 16.57 16.73 12.23 16.65 11.42 18.48 10.08 35.38 12.98 12.96 46.69
Yield(%) 0.00 0.00 0.00 0.06 0.03 3.02 4.82 6.07 0.00 0.00 0.00 0.00 0.39 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 18.23 10.81 2.94 8.25 3.93 4.45 3.01 0.00 0.00 2.47 0.00 22.61 5.71 29.17
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSTGX (Invesco Constellation A) -23.87%
Mar 2000 - Mar 2003
-9.93%
Aug 2000 - Aug 2005
-7.16%
Aug 2000 - Aug 2010
0.93%
Jul 1997 - Jul 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSTGX (Invesco Constellation A) 37.97%
Oct 1990 - Oct 1993
30.38%
Oct 1990 - Oct 1995
24.92%
Sep 1990 - Sep 2000
14.08%
Nov 1987 - Nov 2002
Annualized Rolling Returns Comparison Chart