Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFOBX (INVESCO TECHNOLOGY SECTOR FUND CLASS B) | NA | 40.12% | 15.18% | 15.31% | 8.57% | 8.40% | 5.59% | … | … |
Data as of 01/26/2018, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFOBX (INVESCO TECHNOLOGY SECTOR FUND CLASS B) | 06/21/1996 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 40.12 | 15.18 | 15.31 | 8.57 | 8.40 | 5.59 | … | … | 11.27 | 33.49 | -2.03 | 5.68 | 10.47 | 23.68 | 10.37 | -3.57 | 7.46 | 47.10 | -44.14 | 15.87 | -0.42 | -0.44 | 0.96 | 44.73 | -44.01 | -44.73 | -25.18 | 145.97 | 54.79 | 15.78 | -9.01 |
| Sharpe Ratio | NA | 3.45 | 0.92 | 0.94 | 0.37 | NA | NA | … | … | 30.92 | 2.96 | -0.13 | 0.29 | 0.58 | 1.69 | 0.58 | -0.12 | 0.31 | 1.91 | -1.15 | 0.69 | -0.24 | -0.18 | 0.00 | 1.65 | -1.08 | -1.07 | -0.55 | 4.87 | 1.73 | 0.63 | -1.27 |
| Standard Deviation(%) | NA | 11.44 | 16.22 | 16.22 | 22.64 | NA | NA | … | … | 11.16 | 11.15 | 17.39 | 19.25 | 18.01 | 13.98 | 18.09 | 28.85 | 23.68 | 24.65 | 39.06 | 18.64 | 15.39 | 14.27 | 22.59 | 26.76 | 41.70 | 44.44 | 53.49 | 29.31 | 29.69 | 19.46 | 15.69 |
| Draw Down(%) | NA | 5.10 | 22.23 | 22.23 | 49.62 | NA | NA | … | … | 0.63 | 5.10 | 19.85 | 14.30 | 11.24 | 8.55 | 17.21 | 25.45 | 24.60 | 15.94 | 51.71 | 11.47 | 20.97 | 14.76 | 28.99 | 17.95 | 58.85 | 62.27 | 50.30 | 12.71 | 31.03 | 18.53 | 14.97 |
| Yield(%) | 0.00 | 3.30 | 2.17 | 1.74 | 0.97 | 0.98 | 5.17 | … | … | 0.00 | 3.45 | 2.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.10 | 0.00 | 0.00 | 0.00 | 15.20 | 25.67 | 14.61 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFOBX (INVESCO TECHNOLOGY SECTOR FUND CLASS B) |
-43.85%
Feb 2000 – Feb 2003 |
-24.26%
Feb 2000 – Feb 2005 |
-14.25%
Aug 2000 – Aug 2010 |
-5.83%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFOBX (INVESCO TECHNOLOGY SECTOR FUND CLASS B) |
82.70%
Mar 1997 – Mar 2000 |
18.21%
Feb 2009 – Feb 2014 |
6.48%
Sep 2002 – Sep 2012 |
8.47%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart