Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPAX (INVESCO MLP FUND CLASS A) | NA | -6.40% | -3.01% | -8.04% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 09/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILPAX (INVESCO MLP FUND CLASS A) | 09/03/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.40 | -3.01 | -8.04 | NA | NA | NA | … | … | 4.00 | -11.96 | -6.64 | 18.16 | -31.27 | -11.64 |
| Sharpe Ratio | NA | -0.41 | -0.24 | -0.35 | NA | NA | NA | … | … | 0.21 | -0.60 | -0.46 | 0.54 | -1.01 | -1.04 |
| Standard Deviation(%) | NA | 19.33 | 18.44 | 25.20 | NA | NA | NA | … | … | 16.20 | 22.11 | 15.84 | 33.19 | 30.84 | 30.09 |
| Draw Down(%) | NA | 18.29 | 27.84 | 55.28 | NA | NA | NA | … | … | 13.34 | 26.48 | 21.18 | 29.48 | 42.77 | 19.63 |
| Yield(%) | 0.00 | 6.07 | 5.34 | 3.47 | 1.62 | 1.08 | 0.81 | … | … | 5.12 | 5.59 | 5.02 | 5.90 | 3.50 | 0.75 |
Data as of 10/30/2019, Common starting date is 09/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPAX (INVESCO MLP FUND CLASS A) |
-12.01%
Oct 2014 – Oct 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPAX (INVESCO MLP FUND CLASS A) |
7.89%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart