Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLTCX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS C) | NA | -6.79% | -3.41% | -2.14% | NA | NA | NA | … | … |
Data as of 09/28/2022, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLTCX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS C) | 12/24/2013 | 09/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | -6.79 | -3.41 | -2.14 | NA | NA | NA | … | … | -7.68 | -3.49 | -1.93 | 4.23 | -3.38 | 0.52 | 1.19 | -2.84 | 5.66 | -0.20 |
| Sharpe Ratio | NA | -1.34 | -0.74 | -0.65 | NA | NA | NA | … | … | -1.54 | -0.74 | -0.36 | 0.91 | -1.20 | -0.04 | 0.24 | -0.63 | 1.41 | -12.95 |
| Standard Deviation(%) | NA | 6.73 | 5.77 | 4.98 | NA | NA | NA | … | … | 7.26 | 4.75 | 6.04 | 3.10 | 3.93 | 2.91 | 4.06 | 4.58 | 4.00 | 0.92 |
| Draw Down(%) | NA | 8.62 | 14.16 | 14.16 | NA | NA | NA | … | … | 7.89 | 6.47 | 6.48 | 1.67 | 6.96 | 2.81 | 4.66 | 6.16 | 2.29 | 0.20 |
| Yield(%) | 1.63 | 2.05 | 1.64 | 1.25 | 1.32 | 0.88 | 0.66 | … | … | 1.53 | 0.53 | 0.00 | 3.68 | 0.83 | 0.00 | 3.78 | 1.77 | 1.53 | 0.00 |
Data as of 09/28/2022, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLTCX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS C) |
-3.23%
Aug 2019 – Aug 2022 |
-2.36%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLTCX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS C) |
0.94%
May 2014 – May 2017 |
0.23%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart