Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBVAX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS A) | NA | 9.65% | 17.03% | 3.63% | 4.74% | 2.41% | 5.93% | … | … |
Data as of 04/24/2023, Common starting date is 04/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBVAX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS A) | 04/29/2002 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 9.65 | 17.03 | 3.63 | 4.74 | 2.41 | 5.93 | … | … | 10.92 | -9.24 | 0.23 | 16.84 | 24.98 | -21.67 | 24.47 | 2.93 | -2.90 | -0.94 | 11.05 | 13.86 | -14.29 | 5.98 | 30.46 | -39.73 | 8.89 | 24.43 | 10.28 | 19.32 | 29.80 | -17.58 |
| Sharpe Ratio | NA | 0.31 | 0.85 | 0.12 | 0.23 | NA | NA | … | … | 2.64 | -0.46 | 0.01 | 0.52 | 1.93 | -1.48 | 2.94 | 0.15 | -0.19 | -0.09 | 0.89 | 0.86 | -0.56 | 0.29 | 1.11 | -1.00 | 0.37 | 1.61 | 0.83 | 1.38 | 2.01 | -1.24 |
| Standard Deviation(%) | NA | 20.79 | 18.93 | 20.57 | 17.35 | NA | NA | … | … | 13.33 | 23.31 | 13.93 | 31.89 | 12.23 | 15.52 | 8.16 | 17.69 | 15.16 | 10.50 | 12.34 | 16.10 | 25.41 | 20.28 | 27.34 | 40.52 | 16.14 | 13.19 | 9.78 | 13.28 | 14.45 | 20.79 |
| Draw Down(%) | NA | 20.41 | 30.93 | 38.05 | 41.36 | NA | NA | … | … | 6.60 | 28.65 | 13.83 | 36.37 | 8.31 | 29.55 | 2.58 | 12.83 | 15.64 | 12.56 | 10.21 | 18.01 | 25.38 | 19.82 | 27.75 | 51.36 | 10.95 | 13.82 | 6.50 | 7.96 | 16.13 | 26.79 |
| Yield(%) | 10.56 | 13.74 | 8.88 | 5.26 | 4.29 | 2.84 | 5.71 | … | … | 11.66 | 2.25 | 4.08 | 1.02 | 2.55 | 6.58 | 1.79 | 1.71 | 1.04 | 5.40 | 1.79 | 1.93 | 2.47 | 1.60 | 2.00 | 2.10 | 9.64 | 5.10 | 4.19 | 0.78 | 0.78 | 0.00 |
Data as of 04/24/2023, Common starting date is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBVAX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS A) |
-13.98%
Feb 2006 – Feb 2009 |
-7.96%
May 2007 – May 2012 |
-0.27%
Dec 2006 – Dec 2016 |
-0.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBVAX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS A) |
26.59%
Mar 2003 – Mar 2006 |
20.34%
Oct 2002 – Oct 2007 |
7.58%
Mar 2003 – Mar 2013 |
7.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart