Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFOAX (INVESCO TECHNOLOGY SECTOR FUND CLASS A) | NA | 10.71% | 15.93% | 12.15% | 10.96% | 8.48% | 0.26% | … | … |
Data as of 04/17/2020, Common starting date is 01/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFOAX (INVESCO TECHNOLOGY SECTOR FUND CLASS A) | 01/09/1998 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.93 | 10.71 | 15.93 | 12.15 | 10.96 | 8.48 | 0.26 | … | … | -2.55 | 35.29 | -1.58 | 34.54 | -1.35 | 6.47 | 11.35 | 24.64 | 11.21 | -2.84 | 8.22 | 48.31 | -43.72 | 16.68 | 0.39 | 0.10 | 1.81 | 46.04 | -43.63 | -44.13 | -24.78 | 147.31 | 65.89 |
| Sharpe Ratio | NA | 0.30 | 0.57 | 0.49 | 0.47 | NA | NA | … | … | -0.17 | 1.93 | -0.10 | 3.06 | -0.09 | 0.33 | 0.63 | 1.76 | 0.62 | -0.10 | 0.34 | 1.96 | -1.14 | 0.74 | -0.19 | -0.15 | 0.04 | 1.69 | -1.08 | -1.06 | -0.54 | 4.91 | 2.18 |
| Standard Deviation(%) | NA | 32.45 | 26.15 | 23.08 | 22.13 | NA | NA | … | … | 53.96 | 17.52 | 28.23 | 11.15 | 17.36 | 19.23 | 18.05 | 14.00 | 18.16 | 28.80 | 23.79 | 24.59 | 39.11 | 18.66 | 15.41 | 14.28 | 22.92 | 26.77 | 41.60 | 44.43 | 53.57 | 29.36 | 29.62 |
| Draw Down(%) | NA | 28.63 | 28.63 | 28.63 | 28.63 | NA | NA | … | … | 28.63 | 10.71 | 26.03 | 5.13 | 19.83 | 14.18 | 11.22 | 8.49 | 16.88 | 25.14 | 24.43 | 15.87 | 51.40 | 11.44 | 20.61 | 14.53 | 28.66 | 17.65 | 58.63 | 62.00 | 50.06 | 12.65 | 30.87 |
| Yield(%) | 0.00 | 10.91 | 8.64 | 6.26 | 5.00 | 3.99 | 1.58 | … | … | 0.00 | 12.96 | 7.74 | 2.94 | 2.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 14.91 | 25.39 | 15.47 |
Data as of 04/17/2020, Common starting date is 01/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFOAX (INVESCO TECHNOLOGY SECTOR FUND CLASS A) |
-43.38%
Feb 2000 – Feb 2003 |
-23.65%
Feb 2000 – Feb 2005 |
-13.58%
Aug 2000 – Aug 2010 |
-5.10%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFOAX (INVESCO TECHNOLOGY SECTOR FUND CLASS A) |
26.41%
Feb 1998 – Feb 2001 |
19.11%
Feb 2009 – Feb 2014 |
14.77%
Feb 2009 – Feb 2019 |
9.28%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart