Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLTRX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R) | NA | -7.94% | -3.47% | -2.12% | 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 |
|---|---|---|
| GLTRX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R) | 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 (%) | -1.88 | -7.94 | -3.47 | -2.12 | NA | NA | NA | … | … | -7.42 | -3.11 | -1.38 | 4.01 | -2.78 | 0.92 | 1.83 | -2.62 | 6.22 | -0.20 |
| Sharpe Ratio | NA | -1.27 | -0.66 | -0.58 | NA | NA | NA | … | … | -1.47 | -0.67 | -0.26 | 0.85 | -1.04 | 0.10 | 0.39 | -0.58 | 1.57 | -12.95 |
| Standard Deviation(%) | NA | 6.79 | 5.78 | 4.99 | NA | NA | NA | … | … | 7.36 | 4.68 | 6.07 | 3.06 | 3.94 | 2.95 | 4.10 | 4.53 | 3.94 | 0.92 |
| Draw Down(%) | NA | 8.25 | 13.17 | 13.17 | NA | NA | NA | … | … | 7.62 | 6.05 | 6.30 | 1.65 | 6.55 | 2.58 | 4.51 | 5.84 | 2.09 | 0.20 |
| Yield(%) | 0.00 | 0.63 | 1.43 | 1.14 | 1.31 | 0.88 | 0.66 | … | … | 0.00 | 0.62 | 0.00 | 3.80 | 1.45 | 0.00 | 4.20 | 1.68 | 1.58 | 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 |
|---|---|---|---|---|
| GLTRX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R) |
-2.74%
Jun 2019 – Jun 2022 |
-2.01%
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 |
|---|---|---|---|---|
| GLTRX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R) |
1.37%
May 2014 – May 2017 |
0.69%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart