Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGDYX (INVESCO GOLD & PRECIOUS METALS FUND CLASS Y) | NA | 55.23% | 7.30% | 6.69% | -2.70% | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGDYX (INVESCO GOLD & PRECIOUS METALS FUND CLASS Y) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.08 | 55.23 | 7.30 | 6.69 | -2.70 | NA | NA | … | … | 14.98 | 35.80 | -20.28 | 4.78 | 55.73 | -24.68 | -8.11 | -45.23 | -5.51 | -17.77 | 38.73 | 55.84 | 12.53 |
| Sharpe Ratio | NA | 1.39 | 0.21 | 0.18 | -0.10 | NA | NA | … | … | 0.81 | 1.48 | -0.91 | 0.17 | 1.33 | -0.63 | -0.22 | -1.13 | -0.20 | -0.55 | 1.38 | 1.38 | 0.61 |
| Standard Deviation(%) | NA | 39.08 | 28.84 | 33.64 | 33.67 | NA | NA | … | … | 55.63 | 23.17 | 23.80 | 25.01 | 41.52 | 39.22 | 36.72 | 40.10 | 27.91 | 32.30 | 28.10 | 40.41 | 107.97 |
| Draw Down(%) | NA | 33.82 | 34.43 | 44.56 | 75.83 | NA | NA | … | … | 33.82 | 14.78 | 31.99 | 22.73 | 32.65 | 39.39 | 37.46 | 48.66 | 31.97 | 25.78 | 18.54 | 19.05 | 42.78 |
| Yield(%) | 5.29 | 7.97 | 2.63 | 3.49 | 2.23 | 3.03 | 2.28 | … | … | 5.92 | 0.00 | 0.00 | 1.69 | 13.50 | 0.00 | 0.00 | 0.00 | 1.78 | 6.68 | 4.17 | 2.91 | 0.55 |
Data as of 05/15/2020, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDYX (INVESCO GOLD & PRECIOUS METALS FUND CLASS Y) |
-30.46%
Sep 2012 – Sep 2015 |
-21.69%
Dec 2010 – Dec 2015 |
-5.54%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGDYX (INVESCO GOLD & PRECIOUS METALS FUND CLASS Y) |
35.36%
Nov 2008 – Nov 2011 |
5.88%
Dec 2014 – Dec 2019 |
-0.82%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart