Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTSAX (INVESCO SMALL CAP GROWTH FUND CLASS A) | 23.28% | 41.95% | 17.86% | 2.65% | 10.78% | 10.61% | 9.54% | … | … |
Data as of 06/03/2026, Common starting date is 11/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTSAX (INVESCO SMALL CAP GROWTH FUND CLASS A) | 11/14/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 41.95 | 17.86 | 2.65 | 10.78 | 10.61 | 9.54 | … | … | 23.28 | 5.80 | 16.19 | 12.66 | -35.61 | 5.71 | 57.23 | 24.30 | -9.16 | 24.94 | 11.32 | -2.06 | 7.42 | 39.93 | 18.34 | -1.22 | 26.28 | 34.52 | -38.66 | 11.19 | 14.30 | 8.32 | 6.81 | 39.12 | -28.01 | -13.72 | -0.82 | 90.64 | 23.16 | 0.84 |
| Sharpe Ratio | NA | 1.64 | 0.63 | -0.03 | 0.37 | NA | NA | … | … | 1.94 | 0.12 | 0.65 | 0.50 | -1.12 | 0.23 | 1.47 | 1.38 | -0.55 | 2.29 | 0.63 | -0.12 | 0.47 | 2.92 | 1.09 | -0.04 | 1.26 | 1.16 | -0.97 | 0.46 | 0.65 | 0.41 | 0.33 | 2.13 | -1.17 | -0.57 | -0.12 | 4.80 | 0.86 | 0.19 |
| Standard Deviation(%) | NA | 23.08 | 22.29 | 24.55 | 23.99 | NA | NA | … | … | 27.55 | 25.32 | 19.31 | 18.04 | 33.15 | 25.06 | 38.48 | 16.50 | 19.41 | 10.66 | 17.61 | 16.87 | 15.86 | 13.65 | 16.88 | 30.45 | 20.75 | 29.79 | 40.71 | 17.65 | 16.83 | 14.84 | 17.42 | 18.07 | 24.82 | 28.83 | 43.56 | 18.17 | 22.88 | 16.78 |
| Draw Down(%) | NA | 13.42 | 29.24 | 47.85 | 47.85 | NA | NA | … | … | 13.42 | 27.53 | 11.32 | 17.69 | 41.12 | 16.46 | 37.03 | 10.59 | 27.61 | 4.71 | 16.36 | 15.66 | 10.50 | 5.44 | 12.71 | 27.80 | 15.58 | 24.76 | 51.14 | 10.45 | 15.84 | 9.26 | 19.32 | 12.66 | 38.29 | 36.95 | 39.34 | 9.52 | 36.37 | 6.78 |
| Yield(%) | 0.00 | 10.87 | 4.18 | 7.35 | 11.27 | 11.24 | 10.15 | … | … | 0.00 | 9.96 | 0.00 | 0.00 | 2.23 | 30.17 | 18.58 | 10.25 | 8.03 | 10.48 | 9.73 | 9.05 | 16.73 | 7.11 | 9.76 | 1.81 | 0.00 | 0.00 | 3.08 | 12.09 | 8.02 | 8.36 | 0.00 | 0.00 | 0.00 | 0.10 | 5.70 | 3.23 | 3.51 | 1.88 |
Data as of 06/03/2026, Common starting date is 11/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTSAX (INVESCO SMALL CAP GROWTH FUND CLASS A) |
-24.04%
Feb 2000 – Feb 2003 |
-7.22%
Feb 2000 – Feb 2005 |
-2.49%
Feb 2000 – Feb 2010 |
3.79%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTSAX (INVESCO SMALL CAP GROWTH FUND CLASS A) |
33.86%
Jan 1998 – Jan 2001 |
27.46%
Feb 2009 – Feb 2014 |
17.85%
Sep 2011 – Sep 2021 |
13.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart