Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNDIX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R5) | NA | 392,857.87% | 1,516.14% | 469.23% | 135.63% | 82.55% | 56.60% | … | … |
Data as of 04/04/2025, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNDIX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R5) | 06/17/2004 | 04/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 392,857.87 | 1,516.14 | 469.23 | 135.63 | 82.55 | 56.60 | … | … | 3.41 | 7.09 | 13.36 | -11.89 | 15.16 | -4.80 | 17.79 | -10.07 | 16.26 | 3.70 | -6.69 | 0.19 | 29.99 | 13.97 | -2.40 | 13.77 | 28.48 | -43.63 | 5.24 | 19.40 | -0.57 | 8.41 |
| Sharpe Ratio | NA | -0.05 | 0.01 | 0.63 | 0.15 | NA | NA | … | … | 1.58 | 0.05 | 1.03 | -0.88 | 1.54 | -0.18 | 1.81 | -1.02 | 2.52 | 0.26 | -0.47 | 0.02 | 2.81 | 1.01 | -0.10 | 0.69 | 1.07 | -1.09 | 0.14 | 1.35 | -0.19 | 1.30 |
| Standard Deviation(%) | NA | 9.37 | 10.46 | 11.77 | 13.80 | NA | NA | … | … | 6.90 | 9.39 | 8.89 | 15.19 | 9.84 | 28.62 | 9.04 | 11.20 | 6.22 | 13.53 | 14.35 | 10.00 | 10.64 | 13.84 | 24.63 | 19.75 | 26.41 | 40.92 | 16.55 | 12.01 | 14.15 | 11.45 |
| Draw Down(%) | NA | 6.90 | 19.14 | 23.17 | 33.52 | NA | NA | … | … | 1.93 | 6.54 | 7.48 | 22.45 | 5.47 | 33.52 | 5.20 | 17.51 | 2.62 | 8.76 | 16.13 | 14.68 | 7.50 | 13.20 | 20.98 | 17.14 | 26.69 | 52.48 | 11.06 | 12.74 | 10.60 | 5.92 |
| Yield(%) | 0.00 | 107.54 | 37.47 | 31.56 | 13.34 | 13.34 | 8.21 | … | … | 105.49 | 8.78 | 8.56 | 6.48 | 3.33 | 2.21 | 2.88 | 2.05 | 3.76 | 4.06 | 4.24 | 4.21 | 2.49 | 3.28 | 2.04 | 2.30 | 3.28 | 4.02 | 15.54 | 12.94 | 0.00 | 0.00 |
Data as of 04/04/2025, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNDIX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R5) |
-17.78%
Feb 2006 – Feb 2009 |
-5.17%
May 2007 – May 2012 |
1.97%
Dec 2006 – Dec 2016 |
1.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNDIX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R5) |
1,521.93%
Mar 2022 – Mar 2025 |
464.92%
Mar 2020 – Mar 2025 |
136.22%
Mar 2015 – Mar 2025 |
82.78%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart