Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ESMSX (Invesco European Small Company Fund Cl R) | 18.67% | 8.55% | 7.46% | 10.71% | NA | NA | NA | 5.98% |
Data as of 05/23/2025, AR inception is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESMSX (Invesco European Small Company Fund Cl R) | 04/05/2017 | 05/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 8.55 | 7.46 | 10.71 | NA | NA | NA | 5.98 | 18.67 | -1.56 | 13.99 | -22.82 | 24.30 | 8.09 | 15.75 | -14.93 | 17.01 |
| Sharpe Ratio | NA | -0.01 | 0.19 | 0.59 | NA | NA | NA | 0.24 | 2.55 | -0.64 | 0.79 | -1.14 | 2.53 | 0.32 | 1.67 | -1.81 | 3.57 |
| Standard Deviation(%) | NA | 15.68 | 15.80 | 14.98 | NA | NA | NA | 14.85 | 18.24 | 12.73 | 12.43 | 21.37 | 9.60 | 24.69 | 8.60 | 8.99 | 6.44 |
| Draw Down(%) | NA | 13.93 | 19.84 | 32.94 | NA | NA | NA | 39.39 | 10.54 | 12.10 | 15.70 | 32.75 | 6.37 | 36.06 | 5.95 | 21.08 | 2.71 |
| Yield(%) | 0.00 | 4.96 | 4.22 | 4.60 | 3.56 | 2.38 | 1.78 | 4.46 | 0.00 | 5.43 | 5.12 | 2.30 | 4.14 | 1.20 | 7.95 | 5.31 | 3.94 |
Data as of 05/23/2025, AR inception is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESMSX (Invesco European Small Company Fund Cl R) |
-4.68%
Dec 2021 - Dec 2024 |
-1.42%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESMSX (Invesco European Small Company Fund Cl R) |
15.86%
Dec 2018 - Dec 2021 |
10.54%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart