Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIGGX (Invesco Discovery Fund Class R5) | 32.76% | 58.25% | 27.97% | 11.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIGGX (Invesco Discovery Fund Class R5) | 05/28/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 58.25 | 27.97 | 11.20 | NA | NA | NA | … | … | 32.76 | 5.92 | 23.00 | 17.46 | -31.06 | 15.11 | 50.85 | 12.04 |
| Sharpe Ratio | NA | 2.26 | 1.04 | 0.31 | NA | NA | NA | … | … | 2.89 | 0.11 | 0.92 | 0.74 | -0.98 | 0.60 | 1.31 | 1.14 |
| Standard Deviation(%) | NA | 24.21 | 23.69 | 25.38 | NA | NA | NA | … | … | 29.43 | 28.66 | 21.12 | 18.81 | 33.27 | 24.98 | 38.33 | 17.15 |
| Draw Down(%) | NA | 11.36 | 28.53 | 43.17 | NA | NA | NA | … | … | 11.36 | 26.95 | 11.60 | 16.19 | 37.50 | 15.00 | 36.17 | 11.59 |
| Yield(%) | 0.00 | 13.69 | 8.52 | 7.13 | 7.58 | 5.05 | 3.79 | … | … | 0.00 | 13.41 | 7.89 | 0.00 | 0.00 | 19.66 | 14.94 | 6.75 |
Data as of 06/04/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIGGX (Invesco Discovery Fund Class R5) |
-2.97%
Oct 2021 – Oct 2024 |
6.07%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIGGX (Invesco Discovery Fund Class R5) |
28.27%
May 2023 – May 2026 |
13.62%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart