Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2020.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) | NA | -9.64% | -1.46% | 0.83% | 5.25% | 5.37% | 5.40% | 6.45% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) | 06/30/1987 | 05/15/2020 |
The return data shown below all have the same latest date: 05/15/2020.
AR inception is since 06/30/1987.
AR inception is since 06/30/1987.
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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -3.15 | -9.64 | -1.46 | 0.83 | 5.25 | 5.37 | 5.40 | 6.45 | -21.35 | 3.41 | -20.90 | 0.23 | 1.61 | -10.12 | -6.67 | 17.92 | 1.67 | -9.28 | 10.60 | 30.04 | -31.82 | -9.39 | -8.72 | -0.24 | 6.39 | 27.10 | -11.19 | -0.83 | 2.43 | 23.77 | -9.71 | 1.16 | 8.91 | 7.80 | 2.97 | 0.35 | 21.16 | 18.84 | -7.40 | 46.58 | 2.34 | -17.77 |
Sharpe Ratio | NA | -1.25 | -1.34 | -1.45 | -1.23 | NA | NA | -0.61 | -1.10 | -0.86 | -2.24 | -1.24 | -1.95 | -1.83 | -1.50 | -0.04 | -1.17 | -1.22 | -0.52 | 0.50 | -1.61 | -1.32 | -1.44 | -1.71 | -1.12 | 0.59 | -1.54 | -1.23 | -1.70 | 2.63 | 0.94 | -1.93 | 0.68 | -3.04 | 0.30 | 0.03 | 1.21 | 1.14 | -0.39 | 3.24 | 0.12 | -0.68 |
Standard Deviation(%) | NA | 40.77 | 27.68 | 23.65 | 20.51 | NA | NA | 21.18 | 56.55 | 23.20 | 18.98 | 15.43 | 16.65 | 15.63 | 16.81 | 13.95 | 14.59 | 22.78 | 15.28 | 23.00 | 31.87 | 23.86 | 21.69 | 12.40 | 11.79 | 13.32 | 20.05 | 18.20 | 39.01 | 18.56 | 25.13 | 23.45 | 16.11 | 17.85 | 15.70 | 13.59 | 17.39 | 16.49 | 18.75 | 14.39 | 19.25 | 47.31 |
Draw Down(%) | NA | 48.97 | 56.51 | 57.26 | 60.97 | NA | NA | 68.37 | 41.04 | 17.61 | 27.84 | 13.91 | 10.09 | 16.91 | 17.20 | 11.02 | 11.33 | 23.44 | 12.41 | 22.60 | 39.32 | 21.84 | 18.72 | 8.89 | 7.62 | 11.65 | 26.53 | 23.38 | 33.28 | 11.64 | 39.41 | 21.35 | 13.27 | 20.74 | 15.91 | 16.26 | 17.73 | 12.58 | 31.60 | 12.30 | 19.63 | 43.03 |
Yield(%) | 3.09 | 21.75 | 13.49 | 10.41 | 9.62 | 8.30 | 7.56 | 12.22 | 2.58 | 21.91 | 9.09 | 14.54 | 10.64 | 5.77 | 10.94 | 10.61 | 8.45 | 3.05 | 1.88 | 0.11 | 4.24 | 19.19 | 19.61 | 7.85 | 7.38 | 0.00 | 0.11 | 1.35 | 15.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) |
-9.68%
Aug 1995 - Aug 1998 |
-1.91%
Feb 2004 - Feb 2009 |
3.49%
Jan 1993 - Jan 2003 |
3.47%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GTAGX (INVESCO MID CAP CORE EQUITY FUND CLASS A) |
20.34%
Feb 2009 - Feb 2012 |
19.01%
Nov 1987 - Nov 1992 |
11.67%
Nov 1987 - Nov 1997 |
9.44%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart