Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTAYX (INVESCO MID CAP CORE EQUITY FUND CLASS Y) | NA | -9.38% | -1.22% | 1.08% | 5.51% | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 10/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAYX (INVESCO MID CAP CORE EQUITY FUND CLASS Y) | 10/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | -9.38 | -1.22 | 1.08 | 5.51 | NA | NA | … | … | -21.29 | 3.57 | -20.90 | 0.73 | 1.77 | -9.85 | -6.60 | 18.33 | 1.70 | -9.08 | 10.87 | 30.25 | -9.85 |
| Sharpe Ratio | NA | -1.24 | -1.33 | -1.44 | -1.22 | NA | NA | … | … | -1.09 | -0.85 | -2.22 | -1.22 | -1.93 | -1.82 | -1.48 | -0.01 | -1.15 | -1.21 | -0.51 | 0.51 | -1.52 |
| Standard Deviation(%) | NA | 40.82 | 27.70 | 23.67 | 20.54 | NA | NA | … | … | 56.58 | 23.27 | 19.13 | 15.19 | 16.73 | 15.61 | 16.94 | 13.90 | 14.73 | 22.78 | 15.28 | 22.99 | 50.53 |
| Draw Down(%) | NA | 49.02 | 56.32 | 56.82 | 60.55 | NA | NA | … | … | 41.07 | 17.69 | 27.86 | 13.68 | 10.18 | 16.73 | 17.23 | 10.97 | 11.29 | 23.35 | 12.35 | 22.60 | 20.50 |
| Yield(%) | 3.12 | 21.89 | 13.57 | 10.50 | 9.79 | 8.32 | 6.24 | … | … | 2.61 | 22.05 | 9.30 | 14.33 | 10.78 | 5.71 | 11.13 | 10.55 | 8.69 | 3.04 | 1.88 | 0.33 | 5.62 |
Data as of 05/15/2020, Common starting date is 10/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAYX (INVESCO MID CAP CORE EQUITY FUND CLASS Y) |
-4.14%
Mar 2017 – Mar 2020 |
-0.62%
Mar 2015 – Mar 2020 |
4.17%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAYX (INVESCO MID CAP CORE EQUITY FUND CLASS Y) |
20.66%
Feb 2009 – Feb 2012 |
18.49%
Feb 2009 – Feb 2014 |
11.37%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart