Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGDBX (INVESCO GOLD & PRECIOUS METALS FUND CLASS B) | NA | -4.25% | 3.22% | -8.14% | -4.26% | 4.39% | NA | … | … |
Data as of 01/26/2018, Common starting date is 04/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGDBX (INVESCO GOLD & PRECIOUS METALS FUND CLASS B) | 04/24/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | -4.25 | 3.22 | -8.14 | -4.26 | 4.39 | NA | … | … | 3.08 | 3.89 | 54.02 | -25.56 | -8.86 | -45.74 | -6.36 | -18.61 | 37.29 | 54.44 | -29.24 | 21.92 | 27.43 | 31.77 | -5.84 | 47.49 | 12.40 |
| Sharpe Ratio | NA | -0.20 | 0.08 | -0.23 | -0.11 | NA | NA | … | … | 2.21 | 0.13 | 1.29 | -0.65 | -0.24 | -1.14 | -0.23 | -0.58 | 1.32 | 1.35 | -0.46 | 0.63 | 0.72 | 1.24 | -0.24 | 1.71 | 0.43 |
| Standard Deviation(%) | NA | 24.12 | 35.46 | 37.02 | 39.19 | NA | NA | … | … | 23.54 | 25.29 | 41.56 | 39.14 | 36.81 | 40.03 | 28.00 | 32.32 | 28.22 | 40.40 | 65.73 | 30.25 | 33.71 | 23.84 | 28.68 | 27.42 | 40.06 |
| Draw Down(%) | NA | 23.34 | 43.68 | 65.90 | 76.90 | NA | NA | … | … | 2.96 | 23.34 | 32.93 | 39.91 | 37.67 | 49.13 | 32.21 | 26.10 | 18.68 | 19.13 | 66.67 | 19.28 | 28.46 | 21.82 | 28.92 | 21.25 | 34.55 |
| Yield(%) | 0.00 | 1.27 | 3.20 | 1.14 | 2.01 | 4.37 | 3.82 | … | … | 0.00 | 1.37 | 12.12 | 0.00 | 0.00 | 0.00 | 1.85 | 6.56 | 3.26 | 1.13 | 0.20 | 0.10 | 2.35 | 0.00 | 0.84 | 4.71 | 0.00 |
Data as of 01/26/2018, Common starting date is 04/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDBX (INVESCO GOLD & PRECIOUS METALS FUND CLASS B) |
-31.09%
Sep 2012 – Sep 2015 |
-22.45%
Dec 2010 – Dec 2015 |
-5.58%
Jan 2006 – Jan 2016 |
3.95%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDBX (INVESCO GOLD & PRECIOUS METALS FUND CLASS B) |
41.17%
Oct 2008 – Oct 2011 |
29.95%
Oct 2002 – Oct 2007 |
15.98%
Oct 2002 – Oct 2012 |
6.22%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart