Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/26/2018.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| GTSBX (INVESCO SMALL CAP GROWTH FUND CLASS B) | 9.81% | NA | 29.50% | 12.49% | 14.65% | 10.59% | 11.44% | 9.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTSBX (INVESCO SMALL CAP GROWTH FUND CLASS B) | 11/13/1997 | 01/26/2018 |
The return data shown below all have the same latest date: 01/26/2018.
AR inception is since 11/13/1997.
AR inception is since 11/13/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 29.50 | 12.49 | 14.65 | 10.59 | 11.44 | 9.90 | 9.81 | 7.28 | 9.06 | -2.10 | -14.30 | -14.08 | 29.76 | 5.60 | -4.11 | 25.33 | 33.47 | -42.82 | -2.87 | 4.67 | -1.25 | 6.05 | 38.08 | -28.58 | -14.52 | -7.34 | 85.82 | 18.35 | 0.00 |
| Sharpe Ratio | NA | -0.33 | -1.22 | -1.01 | -0.72 | NA | NA | -0.53 | 16.71 | -0.62 | -1.70 | -1.46 | -1.17 | 0.74 | -0.65 | -0.75 | 0.32 | 0.50 | -1.52 | -1.10 | -0.94 | -1.29 | -0.78 | 1.04 | -1.95 | -1.26 | -1.72 | 6.05 | 2.25 | -9.07 |
| Standard Deviation(%) | NA | 16.52 | 20.10 | 21.16 | 25.54 | NA | NA | 25.05 | 9.97 | 16.59 | 21.24 | 22.50 | 27.97 | 15.11 | 20.04 | 30.33 | 20.77 | 29.77 | 40.85 | 22.71 | 18.83 | 17.31 | 17.47 | 18.07 | 24.82 | 28.85 | 44.17 | 18.32 | 22.94 | 19.74 |
| Draw Down(%) | NA | 14.36 | 35.79 | 42.97 | 54.79 | NA | NA | 74.97 | 1.09 | 14.36 | 16.44 | 24.42 | 24.07 | 8.02 | 13.07 | 27.94 | 15.69 | 24.82 | 51.46 | 21.32 | 15.97 | 10.67 | 19.65 | 12.82 | 38.65 | 37.30 | 43.27 | 9.52 | 36.66 | 8.70 |
| Yield(%) | 0.00 | 14.39 | 11.62 | 13.82 | 9.67 | 12.07 | 11.72 | 11.54 | 0.00 | 14.69 | 13.10 | 11.73 | 20.54 | 8.49 | 11.47 | 2.10 | 0.00 | 0.00 | 3.47 | 13.35 | 8.73 | 8.96 | 0.00 | 0.00 | 0.00 | 0.11 | 5.88 | 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 |
|---|---|---|---|---|
| GTSBX (INVESCO SMALL CAP GROWTH FUND CLASS B) |
-24.60%
Feb 2000 - Feb 2003 |
-7.91%
Feb 2000 - Feb 2005 |
-3.22%
Feb 2000 - Feb 2010 |
3.03%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTSBX (INVESCO SMALL CAP GROWTH FUND CLASS B) |
30.72%
Jan 1998 - Jan 2001 |
26.49%
Feb 2009 - Feb 2014 |
10.76%
Aug 1998 - Aug 2008 |
10.67%
Dec 2002 - Dec 2017 |
Annualized Rolling Returns Comparison Chart