Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLDX (INVESCO GOLD & PRECIOUS METALS FUND INVESTOR CLASS) | NA | 54.66% | 7.00% | 6.41% | -2.95% | 5.60% | 7.73% | … | … |
Data as of 05/15/2020, Common starting date is 01/20/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLDX (INVESCO GOLD & PRECIOUS METALS FUND INVESTOR CLASS) | 01/20/1984 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 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 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.11 | 54.66 | 7.00 | 6.41 | -2.95 | 5.60 | 7.73 | … | … | 14.80 | 35.54 | -20.57 | 4.75 | 54.61 | -24.67 | -8.41 | -45.26 | -5.66 | -17.98 | 38.95 | 55.59 | -28.70 | 22.83 | 28.49 | 32.60 | -4.89 | 47.39 | 59.65 | 17.12 | -12.97 | -8.99 | -22.54 | -55.49 | 40.64 | 12.72 | -27.96 | 72.89 | -8.22 | -6.99 | -23.19 | 21.33 | -18.70 | 14.18 | 38.67 | -4.99 | -44.62 |
| Sharpe Ratio | NA | 1.36 | 0.20 | 0.17 | -0.11 | NA | NA | … | … | 0.79 | 1.47 | -0.92 | 0.16 | 1.31 | -0.63 | -0.23 | -1.13 | -0.21 | -0.56 | 1.38 | 1.38 | -0.45 | 0.66 | 0.76 | 1.26 | -0.20 | 1.71 | 1.56 | 0.63 | -0.68 | -0.36 | -0.74 | -2.00 | 1.70 | 0.53 | -1.82 | 2.39 | -0.59 | -0.48 | -1.08 | 0.92 | -1.22 | 0.21 | 1.59 | -0.32 | -1.77 |
| Standard Deviation(%) | NA | 39.33 | 28.97 | 33.78 | 33.76 | NA | NA | … | … | 56.05 | 23.20 | 23.85 | 25.13 | 41.68 | 39.32 | 36.86 | 40.15 | 27.91 | 32.30 | 28.07 | 40.32 | 65.64 | 30.25 | 33.55 | 24.09 | 29.00 | 27.35 | 37.64 | 23.87 | 25.05 | 33.79 | 34.77 | 29.41 | 21.63 | 16.89 | 16.96 | 29.50 | 17.83 | 22.46 | 26.15 | 16.97 | 19.03 | 47.31 | 21.62 | 32.04 | 30.00 |
| Draw Down(%) | NA | 33.69 | 34.58 | 44.86 | 76.04 | NA | NA | … | … | 33.69 | 14.85 | 32.05 | 22.85 | 32.75 | 39.39 | 37.61 | 48.71 | 32.11 | 25.84 | 18.56 | 18.97 | 66.56 | 19.27 | 28.40 | 21.65 | 28.85 | 21.53 | 34.55 | 15.22 | 28.73 | 30.74 | 52.11 | 63.48 | 22.90 | 14.78 | 36.10 | 25.83 | 21.71 | 19.17 | 38.46 | 17.70 | 24.07 | 51.97 | 19.92 | 29.99 | 49.06 |
| Yield(%) | 5.19 | 7.78 | 2.55 | 3.38 | 2.17 | 5.02 | 7.51 | … | … | 5.79 | 0.00 | 0.00 | 1.62 | 13.07 | 0.00 | 0.00 | 0.00 | 1.79 | 6.62 | 4.44 | 2.55 | 0.33 | 0.79 | 2.71 | 0.00 | 1.02 | 5.13 | 0.00 | 0.00 | 2.18 | 0.00 | 0.00 | 0.60 | 38.27 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.45 | 0.99 | 1.86 | 3.17 | 2.47 | 0.75 |
Data as of 05/15/2020, Common starting date is 01/20/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLDX (INVESCO GOLD & PRECIOUS METALS FUND INVESTOR CLASS) |
-35.74%
May 1996 – May 1999 |
-24.51%
May 1996 – May 2001 |
-9.68%
Aug 1988 – Aug 1998 |
-7.01%
Jul 1987 – Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLDX (INVESCO GOLD & PRECIOUS METALS FUND INVESTOR CLASS) |
46.53%
Nov 2000 – Nov 2003 |
33.11%
Mar 2001 – Mar 2006 |
24.82%
Nov 2000 – Nov 2010 |
11.39%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart