Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GOFFX (Invesco Global Opportunities Fund Class R5) 14.64% 20.00% 5.87% -5.09% NA NA NA
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
Name Start Date End Date
GOFFX (Invesco Global Opportunities Fund Class R5) 05/28/2019 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 1.30 20.00 5.87 -5.09 NA NA NA 14.64 7.52 -7.19 17.72 -41.45 0.37 40.38 11.51
Sharpe Ratio NA 1.09 0.14 -0.35 NA NA NA 1.66 0.25 -0.72 0.73 -1.24 0.02 1.16 0.97
Standard Deviation(%) NA 16.15 17.58 22.38 NA NA NA 19.47 18.64 15.03 19.48 34.73 20.32 34.56 19.19
Draw Down(%) NA 10.06 25.12 52.33 NA NA NA 10.06 19.86 9.38 25.12 48.44 16.85 36.93 11.05
Yield(%) 0.00 0.49 0.28 1.07 2.58 1.72 1.29 0.00 0.51 0.34 0.00 0.00 4.98 11.27 6.45
Data as of 06/04/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GOFFX (Invesco Global Opportunities Fund Class R5) -15.58%
Apr 2021 – Apr 2024
-7.38%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GOFFX (Invesco Global Opportunities Fund Class R5) 8.91%
Sep 2022 – Sep 2025
2.75%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return