Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTSRX (INVESCO SMALL CAP GROWTH FUND CLASS R) | 23.57% | 41.73% | 17.70% | 2.19% | 10.39% | 10.44% | 7.92% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTSRX (INVESCO SMALL CAP GROWTH FUND CLASS R) | 07/23/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 41.73 | 17.70 | 2.19 | 10.39 | 10.44 | 7.92 | … | … | 23.57 | -6.73 | 15.88 | 12.43 | -35.82 | 5.15 | 56.85 | 23.99 | -9.39 | 24.63 | 11.04 | -2.31 | 7.14 | 39.55 | 18.05 | -1.52 | 25.98 | 34.12 | -42.17 | -1.25 | 5.91 | -0.18 | 6.52 | 38.88 | 6.90 |
| Sharpe Ratio | NA | 1.62 | 0.62 | -0.04 | 0.36 | NA | NA | … | … | 1.93 | -0.28 | 0.63 | 0.49 | -1.13 | 0.20 | 1.46 | 1.36 | -0.56 | 2.26 | 0.62 | -0.14 | 0.45 | 2.90 | 1.08 | -0.05 | 1.25 | 1.14 | -1.05 | -0.20 | 0.14 | -0.14 | 0.32 | 2.11 | 0.52 |
| Standard Deviation(%) | NA | 23.04 | 22.27 | 24.54 | 23.99 | NA | NA | … | … | 27.50 | 27.81 | 19.34 | 18.00 | 33.13 | 25.12 | 38.52 | 16.51 | 19.41 | 10.66 | 17.58 | 16.87 | 15.86 | 13.60 | 16.86 | 30.45 | 20.75 | 29.77 | 40.82 | 21.99 | 18.53 | 17.00 | 17.51 | 18.05 | 29.08 |
| Draw Down(%) | NA | 13.48 | 29.33 | 48.08 | 48.08 | NA | NA | … | … | 13.48 | 27.60 | 11.34 | 17.76 | 41.20 | 16.72 | 37.05 | 10.64 | 27.68 | 4.72 | 16.39 | 15.73 | 10.64 | 5.43 | 12.78 | 27.84 | 15.61 | 24.78 | 51.26 | 20.31 | 15.91 | 10.17 | 19.47 | 12.68 | 17.72 |
| Yield(%) | 0.00 | 13.08 | 5.02 | 8.18 | 11.83 | 11.73 | 9.11 | … | … | 0.00 | 12.01 | 0.00 | 0.00 | 2.66 | 33.91 | 20.48 | 11.17 | 8.66 | 11.20 | 10.31 | 9.52 | 17.40 | 7.30 | 10.06 | 1.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTSRX (INVESCO SMALL CAP GROWTH FUND CLASS R) |
-21.43%
Feb 2006 – Feb 2009 |
-11.65%
Feb 2004 – Feb 2009 |
3.92%
Feb 2006 – Feb 2016 |
5.30%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTSRX (INVESCO SMALL CAP GROWTH FUND CLASS R) |
29.78%
Feb 2009 – Feb 2012 |
27.13%
Feb 2009 – Feb 2014 |
17.54%
Sep 2011 – Sep 2021 |
13.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart