Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GTHIX (INVESCO GLOBAL HEALTH CARE FUND INVESTOR CLASS) | 1.44% | -7.98% | 4.18% | -1.95% | 0.99% | 7.09% | NA | 5.97% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GTHIX (INVESCO GLOBAL HEALTH CARE FUND INVESTOR CLASS) | 07/21/2005 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 07/21/2005.
AR inception is since 07/21/2005.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -2.28 | -7.98 | 4.18 | -1.95 | 0.99 | 7.09 | NA | 5.97 | 1.44 | -1.00 | 3.05 | -13.53 | -10.72 | 7.38 | 32.01 | 0.27 | 15.50 | -11.69 | 2.68 | 20.16 | 42.53 | 20.77 | 4.18 | 4.62 | 27.45 | -28.36 | 11.51 | 4.36 | 5.71 |
Sharpe Ratio | NA | -0.63 | -0.09 | -0.19 | -0.03 | NA | NA | 0.25 | 0.40 | -0.59 | -0.10 | -0.68 | -0.38 | 0.24 | 2.19 | -0.06 | 1.28 | -0.60 | 0.13 | 1.33 | 3.56 | 1.69 | 0.20 | 0.30 | 1.48 | -0.99 | 0.70 | 0.10 | 1.11 |
Standard Deviation(%) | NA | 16.31 | 15.73 | 19.92 | 19.93 | NA | NA | 18.47 | 20.51 | 12.83 | 12.05 | 21.95 | 28.48 | 29.90 | 13.95 | 17.06 | 11.66 | 19.71 | 20.01 | 15.11 | 11.94 | 12.33 | 21.16 | 15.01 | 18.49 | 29.39 | 12.15 | 10.51 | 9.65 |
Draw Down(%) | NA | 20.83 | 20.83 | 40.54 | 40.54 | NA | NA | 40.54 | 12.99 | 17.46 | 10.27 | 24.22 | 24.95 | 29.34 | 8.53 | 18.50 | 7.02 | 18.92 | 20.77 | 11.80 | 6.10 | 8.43 | 19.58 | 14.10 | 17.86 | 39.28 | 6.61 | 11.77 | 5.97 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.90 | 6.76 | 5.49 | 5.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 4.51 | 8.05 | 7.32 | 2.17 | 13.38 | 12.45 | 11.34 | 8.53 | 2.32 | 0.00 | 0.00 | 2.09 | 10.13 | 9.90 | 3.18 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GTHIX (INVESCO GLOBAL HEALTH CARE FUND INVESTOR CLASS) |
-10.59%
Feb 2006 - Feb 2009 |
-3.30%
Dec 2019 - Dec 2024 |
1.13%
Mar 2015 - Mar 2025 |
5.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GTHIX (INVESCO GLOBAL HEALTH CARE FUND INVESTOR CLASS) |
29.72%
May 2012 - May 2015 |
23.48%
Feb 2009 - Feb 2014 |
13.98%
Feb 2009 - Feb 2019 |
9.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart