Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAIIX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS R5) | NA | -11.78% | -0.29% | 0.67% | 5.39% | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAIIX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS R5) | 10/03/2007 | 04/17/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -11.78 | -0.29 | 0.67 | 5.39 | NA | NA | … | … | -19.53 | 25.93 | -14.19 | 24.55 | 1.82 | -2.11 | 5.00 | 24.55 | 17.99 | -9.20 | 20.07 | 47.41 | -55.44 | -13.32 |
| Sharpe Ratio | NA | -0.46 | -0.08 | -0.01 | 0.30 | NA | NA | … | … | -1.10 | 2.19 | -1.17 | 3.36 | 0.11 | -0.16 | 0.47 | 2.31 | 1.30 | -0.39 | 1.08 | 1.93 | -1.51 | -1.20 |
| Standard Deviation(%) | NA | 27.73 | 18.47 | 16.68 | 16.38 | NA | NA | … | … | 48.26 | 11.20 | 13.22 | 7.15 | 15.17 | 12.98 | 10.58 | 10.59 | 13.96 | 23.47 | 18.43 | 24.54 | 37.16 | 39.12 |
| Draw Down(%) | NA | 34.98 | 34.98 | 34.98 | 34.98 | NA | NA | … | … | 34.98 | 5.72 | 21.46 | 2.87 | 12.70 | 15.37 | 10.93 | 8.78 | 12.20 | 24.12 | 13.60 | 20.76 | 57.58 | 20.35 |
| Yield(%) | 0.00 | 10.13 | 9.62 | 7.04 | 8.01 | 3.27 | 2.45 | … | … | 0.00 | 11.65 | 9.80 | 10.02 | 1.33 | 6.73 | 12.95 | 11.48 | 2.99 | 7.61 | 1.05 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2020, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIIX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS R5) |
-13.71%
Nov 2007 – Nov 2010 |
-6.74%
Nov 2007 – Nov 2012 |
1.53%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAIIX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS R5) |
26.97%
Feb 2009 – Feb 2012 |
22.36%
Feb 2009 – Feb 2014 |
12.93%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart