Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTACX (INVESCO MID CAP CORE EQUITY FUND CLASS C) | NA | -10.22% | -2.82% | -0.32% | 4.26% | 4.44% | 4.53% | … | … |
Data as of 05/15/2020, Common starting date is 04/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTACX (INVESCO MID CAP CORE EQUITY FUND CLASS C) | 04/30/1999 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.05 | -10.22 | -2.82 | -0.32 | 4.26 | 4.44 | 4.53 | … | … | -24.52 | -15.78 | -27.56 | -8.39 | -3.53 | -13.16 | -11.30 | 13.63 | -0.66 | -10.74 | 9.40 | 29.04 | -32.53 | -12.53 | -11.31 | -1.95 | 4.86 | 26.28 | -11.81 | -1.52 | 0.72 | 16.67 |
| Sharpe Ratio | NA | -1.24 | -1.30 | -1.39 | -1.24 | NA | NA | … | … | -1.16 | -0.95 | -1.94 | -1.20 | -1.91 | -1.84 | -1.47 | -0.31 | -1.25 | -1.28 | -0.60 | 0.45 | -1.62 | -1.32 | -1.43 | -1.77 | -1.20 | 0.52 | -1.54 | -1.27 | -1.72 | 3.07 |
| Standard Deviation(%) | NA | 53.65 | 36.94 | 30.83 | 25.27 | NA | NA | … | … | 58.10 | 41.22 | 25.31 | 23.13 | 19.64 | 17.20 | 20.28 | 16.05 | 15.48 | 22.83 | 15.34 | 23.03 | 31.99 | 26.29 | 23.68 | 12.99 | 12.30 | 13.37 | 20.48 | 18.19 | 39.45 | 20.18 |
| Draw Down(%) | NA | 58.23 | 70.20 | 73.23 | 77.41 | NA | NA | … | … | 41.07 | 32.39 | 33.81 | 20.77 | 14.07 | 19.40 | 20.97 | 13.69 | 13.11 | 23.72 | 12.61 | 22.72 | 39.59 | 24.17 | 20.49 | 9.76 | 7.88 | 11.76 | 26.70 | 23.54 | 34.06 | 11.82 |
| Yield(%) | 6.64 | 39.42 | 20.56 | 14.50 | 11.67 | 9.03 | 7.84 | … | … | 5.54 | 39.72 | 15.16 | 22.19 | 15.11 | 8.11 | 14.69 | 13.74 | 9.97 | 3.79 | 2.23 | 0.14 | 4.42 | 21.47 | 21.38 | 8.75 | 8.10 | 0.00 | 0.11 | 1.38 | 16.81 | 0.00 |
Data as of 05/15/2020, Common starting date is 04/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTACX (INVESCO MID CAP CORE EQUITY FUND CLASS C) |
-10.11%
Feb 2006 – Feb 2009 |
-2.64%
Feb 2004 – Feb 2009 |
2.93%
Mar 2010 – Mar 2020 |
3.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTACX (INVESCO MID CAP CORE EQUITY FUND CLASS C) |
19.44%
Feb 2009 – Feb 2012 |
17.30%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
8.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart