Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLTFX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R5) | NA | -7.35% | -2.97% | -1.60% | 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 |
|---|---|---|
| GLTFX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R5) | 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 (%) | -1.84 | -7.35 | -2.97 | -1.60 | NA | NA | NA | … | … | -6.98 | -2.96 | -0.84 | 4.55 | -2.41 | 1.53 | 2.32 | -2.04 | 6.79 | -0.20 |
| Sharpe Ratio | NA | -1.19 | -0.57 | -0.48 | NA | NA | NA | … | … | -1.41 | -0.62 | -0.18 | 1.03 | -0.95 | 0.31 | 0.52 | -0.45 | 1.69 | -12.95 |
| Standard Deviation(%) | NA | 6.72 | 5.75 | 4.98 | NA | NA | NA | … | … | 7.26 | 4.81 | 6.05 | 3.05 | 3.95 | 2.95 | 4.05 | 4.61 | 4.01 | 0.92 |
| Draw Down(%) | NA | 7.75 | 12.00 | 12.00 | NA | NA | NA | … | … | 7.29 | 5.55 | 5.93 | 1.53 | 6.18 | 2.46 | 4.38 | 5.36 | 1.99 | 0.20 |
| Yield(%) | 0.00 | 0.99 | 1.75 | 1.45 | 1.58 | 1.06 | 0.79 | … | … | 0.00 | 0.98 | 0.00 | 4.44 | 2.07 | 0.00 | 4.67 | 2.15 | 1.65 | 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 |
|---|---|---|---|---|
| GLTFX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R5) |
-2.22%
Aug 2019 – Aug 2022 |
-1.50%
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 |
|---|---|---|---|---|
| GLTFX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R5) |
1.95%
May 2014 – May 2017 |
1.21%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart