Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IDYAX (Invesco Dynamics A) NA 30.39% 18.89% 8.25% 8.59% NA NA 7.13%
Data as of 07/12/2013, AR inception is 04/29/2002
More Performance Analytics Comparison
Name Start Date End Date
IDYAX (Invesco Dynamics A) 04/29/2002 07/12/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 3.31 30.39 18.89 8.25 8.59 NA NA 7.13 20.23 12.90 -1.67 23.46 42.87 -47.09 12.39 16.47 10.36 12.02 38.30 -23.50
Sharpe Ratio NA 2.11 0.85 0.28 0.32 NA NA 0.24 2.85 0.78 -0.06 1.04 1.43 -1.15 0.53 0.88 0.66 0.74 1.90 -0.97
Standard Deviation(%) NA 14.38 22.13 29.13 23.85 NA NA 24.29 14.67 16.60 30.13 22.43 29.85 41.66 17.65 14.98 12.46 15.01 19.79 34.88
Draw Down(%) NA 7.76 27.79 50.67 59.49 NA NA 59.49 6.93 13.21 27.79 18.90 22.27 56.98 14.09 14.47 9.13 14.87 12.42 37.06
Yield(%) 0.00 1.05 1.56 0.83 0.66 0.41 0.31 0.56 0.00 1.08 2.67 0.00 0.00 0.00 0.00 0.00 0.00 0.20 0.00 0.00
Data as of 07/12/2013, AR inception is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDYAX (Invesco Dynamics A) -17.13%
Feb 2006 - Feb 2009 		-6.14%
Feb 2004 - Feb 2009 		5.35%
May 2002 - May 2012 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IDYAX (Invesco Dynamics A) 30.03%
Feb 2009 - Feb 2012 		20.31%
Sep 2002 - Sep 2007 		9.84%
Mar 2003 - Mar 2013 		0.00%
NA
Annualized Rolling Returns Comparison Chart