Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBVCX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS C) | NA | 8.88% | 16.17% | 2.87% | 3.96% | 1.64% | 5.18% | … | … |
Data as of 04/24/2023, Common starting date is 04/16/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBVCX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS C) | 04/16/2002 | 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 (%) | 0.09 | 8.88 | 16.17 | 2.87 | 3.96 | 1.64 | 5.18 | … | … | 10.67 | -9.96 | 0.39 | 16.01 | 23.99 | -22.23 | 23.55 | 2.17 | -3.70 | -1.70 | 10.22 | 13.09 | -14.94 | 5.16 | 29.42 | -40.21 | 8.11 | 23.52 | 9.56 | 18.64 | 29.13 | -17.36 |
| Sharpe Ratio | NA | 0.27 | 0.80 | 0.08 | 0.19 | NA | NA | … | … | 2.55 | -0.49 | 0.03 | 0.49 | 1.84 | -1.51 | 2.84 | 0.11 | -0.25 | -0.16 | 0.83 | 0.82 | -0.59 | 0.25 | 1.07 | -1.01 | 0.32 | 1.54 | 0.76 | 1.33 | 1.96 | -1.21 |
| Standard Deviation(%) | NA | 20.74 | 18.91 | 20.60 | 17.36 | NA | NA | … | … | 13.38 | 23.27 | 13.71 | 31.96 | 12.28 | 15.58 | 8.11 | 17.73 | 15.10 | 10.54 | 12.33 | 16.12 | 25.40 | 20.22 | 27.31 | 40.58 | 16.14 | 13.22 | 9.74 | 13.29 | 14.50 | 20.29 |
| Draw Down(%) | NA | 20.64 | 31.65 | 38.95 | 42.29 | NA | NA | … | … | 6.64 | 29.10 | 13.41 | 36.49 | 8.58 | 30.05 | 2.65 | 12.90 | 15.85 | 12.77 | 10.34 | 18.20 | 25.73 | 19.90 | 27.82 | 51.72 | 11.05 | 13.93 | 6.59 | 7.96 | 16.49 | 26.96 |
| Yield(%) | 10.45 | 13.04 | 7.73 | 4.51 | 3.46 | 2.19 | 4.58 | … | … | 11.51 | 1.72 | 3.20 | 0.12 | 1.49 | 5.87 | 0.92 | 0.91 | 0.23 | 4.77 | 1.03 | 1.07 | 1.72 | 0.63 | 1.05 | 1.27 | 9.10 | 4.39 | 3.58 | 0.20 | 0.31 | 0.00 |
Data as of 04/24/2023, Common starting date is 04/16/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBVCX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS C) |
-14.66%
Feb 2006 – Feb 2009 |
-8.66%
May 2007 – May 2012 |
-1.03%
Dec 2006 – Dec 2016 |
-1.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBVCX (INVESCO INTERNATIONAL CORE EQUITY FUND CLASS C) |
25.93%
Mar 2003 – Mar 2006 |
19.53%
Oct 2002 – Oct 2007 |
6.85%
Mar 2003 – Mar 2013 |
6.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart