Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFOCX (INVESCO TECHNOLOGY SECTOR FUND CLASS C) | NA | 9.73% | 14.89% | 11.20% | 10.09% | 7.64% | -0.52% | … | … |
Data as of 04/17/2020, Common starting date is 01/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFOCX (INVESCO TECHNOLOGY SECTOR FUND CLASS C) | 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 (%) | 4.60 | 9.73 | 14.89 | 11.20 | 10.09 | 7.64 | -0.52 | … | … | -3.00 | 34.28 | -2.54 | 33.46 | -2.03 | 5.68 | 10.54 | 23.68 | 10.37 | -3.47 | 7.35 | 47.10 | -44.09 | 15.76 | -0.42 | -0.62 | 0.96 | 44.58 | -43.87 | -44.62 | -25.35 | 145.56 | 64.84 |
| Sharpe Ratio | NA | 0.27 | 0.52 | 0.45 | 0.43 | NA | NA | … | … | -0.19 | 1.87 | -0.13 | 2.97 | -0.13 | 0.29 | 0.59 | 1.70 | 0.57 | -0.12 | 0.31 | 1.90 | -1.15 | 0.69 | -0.24 | -0.20 | 0.00 | 1.64 | -1.08 | -1.07 | -0.55 | 4.85 | 2.14 |
| Standard Deviation(%) | NA | 32.52 | 26.58 | 23.39 | 22.27 | NA | NA | … | … | 54.07 | 17.53 | 29.37 | 11.12 | 17.38 | 19.27 | 17.98 | 13.89 | 18.17 | 28.84 | 23.67 | 24.67 | 38.95 | 18.64 | 15.51 | 14.21 | 22.88 | 26.71 | 41.69 | 44.43 | 53.50 | 29.32 | 29.65 |
| Draw Down(%) | NA | 28.66 | 28.66 | 28.66 | 28.66 | NA | NA | … | … | 28.66 | 10.76 | 26.32 | 5.15 | 19.91 | 14.36 | 11.24 | 8.54 | 17.21 | 25.45 | 24.52 | 16.09 | 51.76 | 11.55 | 20.99 | 14.77 | 28.99 | 17.95 | 58.72 | 62.23 | 50.37 | 12.68 | 31.03 |
| Yield(%) | 0.00 | 13.27 | 10.14 | 7.21 | 5.54 | 4.27 | 1.62 | … | … | 0.00 | 15.73 | 9.17 | 3.45 | 2.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 15.24 | 25.66 | 15.53 |
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 |
|---|---|---|---|---|
| IFOCX (INVESCO TECHNOLOGY SECTOR FUND CLASS C) |
-43.79%
Feb 2000 – Feb 2003 |
-24.24%
Feb 2000 – Feb 2005 |
-14.23%
Aug 2000 – Aug 2010 |
-5.82%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFOCX (INVESCO TECHNOLOGY SECTOR FUND CLASS C) |
25.45%
Feb 1998 – Feb 2001 |
18.25%
Feb 2009 – Feb 2014 |
13.91%
Feb 2009 – Feb 2019 |
8.45%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart