Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTAFX (INVESCO MID CAP CORE EQUITY FUND CLASS R6) | NA | -9.23% | -0.74% | 1.46% | NA | NA | NA | 6.88% |
Data as of 05/15/2020, AR inception is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAFX (INVESCO MID CAP CORE EQUITY FUND CLASS R6) | 09/28/2012 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | -9.23 | -0.74 | 1.46 | NA | NA | NA | 6.88 | -21.07 | 5.04 | -20.47 | 1.85 | 1.97 | -9.27 | -6.05 | 19.04 | -4.99 |
| Sharpe Ratio | NA | -1.23 | -1.32 | -1.43 | NA | NA | NA | -1.28 | -1.09 | -0.82 | -2.22 | -1.21 | -1.91 | -1.80 | -1.48 | 0.04 | -1.93 |
| Standard Deviation(%) | NA | 40.24 | 27.22 | 23.31 | NA | NA | NA | 20.87 | 56.54 | 22.29 | 18.91 | 14.38 | 16.75 | 15.43 | 16.65 | 13.64 | 19.48 |
| Draw Down(%) | NA | 48.35 | 55.01 | 55.13 | NA | NA | NA | 58.77 | 41.02 | 16.67 | 27.48 | 12.87 | 10.13 | 16.35 | 16.84 | 10.54 | 8.07 |
| Yield(%) | 2.89 | 20.64 | 13.23 | 10.32 | 8.77 | 5.85 | 4.39 | 12.53 | 2.42 | 21.78 | 9.06 | 13.43 | 10.79 | 5.40 | 10.79 | 10.09 | 8.06 |
Data as of 05/15/2020, AR inception is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAFX (INVESCO MID CAP CORE EQUITY FUND CLASS R6) |
-3.68%
Mar 2017 - Mar 2020 |
-0.25%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAFX (INVESCO MID CAP CORE EQUITY FUND CLASS R6) |
12.37%
Oct 2012 - Oct 2015 |
11.63%
Oct 2012 - Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart