Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSTYX (Invesco Constellation Y) | NA | 19.44% | 13.84% | NA | NA | NA | NA | 15.86% |
Data as of 09/13/2013, AR inception is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTYX (Invesco Constellation Y) | 10/10/2008 | 09/13/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 19.44 | 13.84 | NA | NA | NA | NA | 15.86 | 22.51 | 12.47 | -8.04 | 15.43 | 20.87 | 1.94 |
| Sharpe Ratio | NA | 1.53 | 0.73 | NA | NA | NA | NA | 0.56 | 2.71 | 0.84 | -0.31 | 0.85 | 1.07 | 0.14 |
| Standard Deviation(%) | NA | 12.72 | 19.02 | NA | NA | NA | NA | 22.79 | 12.36 | 14.97 | 26.32 | 18.08 | 19.37 | 61.53 |
| Draw Down(%) | NA | 9.29 | 22.80 | NA | NA | NA | NA | 26.46 | 7.00 | 13.65 | 22.80 | 16.49 | 20.67 | 21.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.14 | 0.07 | 0.05 | 0.04 | 0.18 | 0.00 | 0.00 | 0.00 | 0.02 | 0.66 | 0.00 |
Data as of 09/13/2013, AR inception is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTYX (Invesco Constellation Y) |
6.08%
Dec 2009 - Dec 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTYX (Invesco Constellation Y) |
18.45%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart