Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESMAX (INVESCO EUROPEAN SMALL COMPANY FUND CLASS A) | 17.07% | 18.54% | 16.27% | 6.26% | 8.32% | 8.11% | 6.77% | … | … |
Data as of 06/03/2026, Common starting date is 12/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESMAX (INVESCO EUROPEAN SMALL COMPANY FUND CLASS A) | 12/13/2000 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 18.54 | 16.27 | 6.26 | 8.32 | 8.11 | 6.77 | … | … | 17.07 | 22.14 | 2.60 | 14.25 | -23.12 | 23.84 | 7.83 | 15.37 | -15.29 | 28.30 | 8.61 | 6.98 | -7.09 | 31.17 | 31.03 | -12.16 | 18.55 | 54.82 | -52.92 | 7.16 | 48.06 | 36.48 | 43.67 | 63.96 | 2.50 | -21.59 | 3.79 |
| Sharpe Ratio | NA | 0.93 | 0.90 | 0.24 | 0.46 | NA | NA | … | … | 2.04 | 1.25 | -0.09 | 0.87 | -1.15 | 2.48 | 0.31 | 1.62 | -1.85 | 4.28 | 0.68 | 0.69 | -0.90 | 3.69 | 2.21 | -0.56 | 1.05 | 2.21 | -1.51 | 0.22 | 2.60 | 3.25 | 3.46 | 6.26 | 0.10 | -1.27 | 5.48 |
| Standard Deviation(%) | NA | 17.16 | 14.87 | 15.62 | 14.81 | NA | NA | … | … | 21.20 | 15.49 | 11.89 | 12.34 | 21.37 | 9.62 | 24.65 | 8.58 | 9.04 | 6.49 | 12.33 | 10.13 | 7.89 | 8.43 | 14.13 | 21.92 | 17.63 | 24.74 | 35.51 | 18.62 | 17.25 | 10.52 | 12.34 | 10.11 | 13.36 | 19.16 | 23.73 |
| Draw Down(%) | NA | 12.45 | 15.80 | 33.17 | 39.83 | NA | NA | … | … | 12.45 | 10.59 | 8.22 | 15.80 | 32.90 | 6.48 | 36.02 | 6.11 | 21.40 | 2.73 | 10.17 | 4.94 | 16.75 | 4.23 | 12.51 | 23.75 | 15.64 | 18.54 | 60.10 | 17.95 | 18.75 | 8.27 | 8.87 | 6.60 | 20.10 | 40.19 | 4.60 |
| Yield(%) | 0.00 | 26.18 | 14.88 | 8.28 | 7.72 | 7.46 | 5.29 | … | … | 0.00 | 31.67 | 9.48 | 5.38 | 1.98 | 3.45 | 1.21 | 7.57 | 4.98 | 4.00 | 2.22 | 5.52 | 9.74 | 2.62 | 6.64 | 6.87 | 1.96 | 3.18 | 17.79 | 25.22 | 18.95 | 8.32 | 2.98 | 0.45 | 0.00 | 0.00 | 0.51 |
Data as of 06/03/2026, Common starting date is 12/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESMAX (INVESCO EUROPEAN SMALL COMPANY FUND CLASS A) |
-16.45%
Mar 2006 – Mar 2009 |
-6.60%
May 2007 – May 2012 |
3.11%
Oct 2013 – Oct 2023 |
2.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESMAX (INVESCO EUROPEAN SMALL COMPANY FUND CLASS A) |
59.21%
Mar 2003 – Mar 2006 |
43.63%
Oct 2002 – Oct 2007 |
18.85%
Feb 2003 – Feb 2013 |
16.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart