Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGAIX (INVESCO GLOBAL GROWTH FUND CLASS R5) | NA | -13.50% | -2.08% | 1.20% | 5.18% | 4.21% | NA | 3.39% |
Data as of 02/17/2023, AR inception is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGAIX (INVESCO GLOBAL GROWTH FUND CLASS R5) | 10/03/2007 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.50 | -2.08 | 1.20 | 5.18 | 4.21 | NA | 3.39 | 8.81 | -32.40 | -8.48 | 20.61 | 30.96 | -13.25 | 19.01 | 4.33 | -1.86 | 4.91 | 26.37 | 17.42 | -5.83 | 12.34 | 28.86 | -39.87 | -1.90 |
| Sharpe Ratio | NA | -0.51 | -0.11 | 0.01 | 0.26 | NA | NA | 0.14 | 4.41 | -1.10 | -0.42 | 0.67 | 2.47 | -1.00 | 2.69 | 0.28 | -0.13 | 0.45 | 2.39 | 1.23 | -0.24 | 0.67 | 1.39 | -1.10 | -0.46 |
| Standard Deviation(%) | NA | 29.85 | 26.41 | 22.08 | 17.79 | NA | NA | 20.16 | 19.82 | 30.74 | 20.46 | 30.24 | 11.97 | 14.62 | 6.86 | 14.42 | 14.44 | 10.82 | 11.03 | 14.29 | 24.67 | 18.38 | 20.70 | 37.08 | 21.49 |
| Draw Down(%) | NA | 29.69 | 41.76 | 41.76 | 41.76 | NA | NA | 53.03 | 5.38 | 39.17 | 21.32 | 33.41 | 6.75 | 22.68 | 2.80 | 9.61 | 16.01 | 9.99 | 8.00 | 12.40 | 21.84 | 14.21 | 19.46 | 48.82 | 8.05 |
| Yield(%) | 0.00 | 32.47 | 18.67 | 13.68 | 11.03 | 8.16 | 5.44 | 7.25 | 0.00 | 27.64 | 16.38 | 11.52 | 10.91 | 4.99 | 3.22 | 1.29 | 4.44 | 9.08 | 5.36 | 1.96 | 1.44 | 1.48 | 0.00 | 0.00 | 0.00 |
Data as of 02/17/2023, AR inception is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGAIX (INVESCO GLOBAL GROWTH FUND CLASS R5) |
-6.92%
Nov 2007 - Nov 2010 |
-1.50%
Sep 2017 - Sep 2022 |
4.12%
Sep 2012 - Sep 2022 |
2.95%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGAIX (INVESCO GLOBAL GROWTH FUND CLASS R5) |
19.65%
Feb 2009 - Feb 2012 |
18.45%
Feb 2009 - Feb 2014 |
11.49%
Sep 2011 - Sep 2021 |
4.21%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison Chart