Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLTSX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R6) | NA | -7.33% | -2.89% | -1.55% | 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 |
|---|---|---|
| GLTSX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R6) | 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 (%) | -1.73 | -7.33 | -2.89 | -1.55 | NA | NA | NA | … | … | -6.97 | -2.86 | -0.74 | 4.55 | -2.41 | 1.53 | 2.22 | -1.94 | 6.69 | -0.20 |
| Sharpe Ratio | NA | -1.19 | -0.56 | -0.47 | NA | NA | NA | … | … | -1.41 | -0.59 | -0.16 | 1.01 | -0.96 | 0.30 | 0.50 | -0.43 | 1.65 | -12.95 |
| Standard Deviation(%) | NA | 6.71 | 5.78 | 4.98 | NA | NA | NA | … | … | 7.25 | 4.85 | 6.08 | 3.11 | 3.89 | 2.99 | 4.00 | 4.64 | 4.03 | 0.92 |
| Draw Down(%) | NA | 7.84 | 11.80 | 11.80 | NA | NA | NA | … | … | 7.28 | 5.64 | 5.83 | 1.63 | 6.19 | 2.36 | 4.47 | 5.36 | 2.09 | 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 |
|---|---|---|---|---|
| GLTSX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R6) |
-2.18%
Jun 2019 – Jun 2022 |
-1.48%
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 |
|---|---|---|---|---|
| GLTSX (INVESCO GLOBAL TARGETED RETURNS FUND CLASS R6) |
1.91%
May 2014 – May 2017 |
1.19%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart