Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGDCX (INVESCO GOLD & PRECIOUS METALS FUND CLASS C) | NA | 54.10% | 6.40% | 5.65% | -3.66% | 4.78% | NA | … | … |
Data as of 05/15/2020, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGDCX (INVESCO GOLD & PRECIOUS METALS FUND CLASS C) | 12/28/2000 | 05/15/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.15 | 54.10 | 6.40 | 5.65 | -3.66 | 4.78 | NA | … | … | 9.01 | 34.55 | -21.24 | 4.11 | 53.56 | -25.26 | -9.00 | -45.76 | -6.43 | -18.51 | 37.35 | 54.28 | -29.35 | 22.09 | 27.24 | 31.77 | -5.73 | 46.76 | 57.69 | 15.19 | 0.62 |
| Sharpe Ratio | NA | 1.16 | 0.12 | 0.11 | -0.14 | NA | NA | … | … | 0.45 | 1.44 | -0.96 | 0.14 | 1.28 | -0.65 | -0.25 | -1.14 | -0.23 | -0.57 | 1.33 | 1.34 | -0.46 | 0.64 | 0.71 | 1.23 | -0.23 | 1.69 | 1.50 | 0.55 | NA |
| Standard Deviation(%) | NA | 39.28 | 28.86 | 33.67 | 33.68 | NA | NA | … | … | 56.09 | 22.99 | 23.50 | 25.27 | 41.55 | 39.11 | 36.69 | 40.20 | 27.86 | 32.34 | 28.08 | 40.39 | 65.56 | 30.09 | 33.65 | 24.10 | 28.85 | 27.18 | 37.60 | 24.01 | 0.00 |
| Draw Down(%) | NA | 33.76 | 35.03 | 45.70 | 76.82 | NA | NA | … | … | 33.76 | 15.01 | 32.43 | 23.15 | 32.96 | 39.78 | 37.57 | 49.18 | 32.21 | 26.08 | 18.60 | 19.10 | 66.67 | 19.30 | 28.41 | 21.81 | 29.17 | 21.45 | 34.28 | 15.15 | 0.00 |
| Yield(%) | 4.69 | 7.00 | 2.22 | 2.92 | 1.90 | 4.01 | 6.49 | … | … | 5.21 | 0.00 | 0.00 | 1.28 | 11.33 | 0.00 | 0.00 | 0.00 | 1.74 | 6.17 | 3.07 | 1.06 | 0.19 | 0.10 | 2.21 | 0.00 | 0.60 | 3.80 | 0.00 | 0.00 | 2.48 |
Data as of 05/15/2020, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDCX (INVESCO GOLD & PRECIOUS METALS FUND CLASS C) |
-31.06%
Sep 2012 – Sep 2015 |
-22.41%
Dec 2010 – Dec 2015 |
-6.48%
Mar 2010 – Mar 2020 |
-0.46%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDCX (INVESCO GOLD & PRECIOUS METALS FUND CLASS C) |
41.18%
Oct 2008 – Oct 2011 |
32.05%
Mar 2001 – Mar 2006 |
23.11%
Mar 2001 – Mar 2011 |
9.92%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart