Performance Comparison
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.
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