Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IFOPX (INVESCO GLOBAL OPPORTUNITIES FUND CLASS R6) NA 2.74% -2.36% 2.56% NA NA NA
Data as of 08/06/2020, Common starting date is 09/25/2012
More Performance Analytics Comparison
Name Start Date End Date
IFOPX (INVESCO GLOBAL OPPORTUNITIES FUND CLASS R6) 09/25/2012 08/06/2020
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
Annualized Return (%) -0.08 2.74 -2.36 2.56 NA NA NA -15.63 28.74 -19.66 27.46 10.93 -2.04 -3.30 38.35 7.93
Sharpe Ratio NA 0.06 -0.15 0.09 NA NA NA -0.58 1.76 -1.29 3.35 0.53 -0.13 -0.29 3.11 2.79
Standard Deviation(%) NA 34.65 23.37 21.12 NA NA NA 43.08 15.55 16.26 8.04 20.04 16.06 11.52 12.31 12.30
Draw Down(%) NA 37.46 38.68 38.68 NA NA NA 37.46 13.86 28.17 3.39 14.41 16.91 13.07 8.20 5.60
Yield(%) 0.35 2.42 3.37 3.28 4.35 2.90 2.17 0.29 2.18 6.67 1.19 1.72 3.42 12.05 4.10 0.68
Data as of 08/06/2020, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IFOPX (INVESCO GLOBAL OPPORTUNITIES FUND CLASS R6) -3.94%
Mar 2017 – Mar 2020
0.09%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IFOPX (INVESCO GLOBAL OPPORTUNITIES FUND CLASS R6) 14.96%
Jan 2015 – Jan 2018
14.40%
Oct 2012 – Oct 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return