Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPCX (INVESCO MLP FUND CLASS C) | NA | -7.13% | -3.77% | -8.77% | 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 |
|---|---|---|
| ILPCX (INVESCO MLP FUND CLASS C) | 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 | -7.13 | -3.77 | -8.77 | NA | NA | NA | … | … | 3.42 | -12.68 | -7.37 | 17.10 | -31.75 | -11.92 |
| Sharpe Ratio | NA | -0.45 | -0.29 | -0.38 | NA | NA | NA | … | … | 0.16 | -0.63 | -0.50 | 0.51 | -1.03 | -1.05 |
| Standard Deviation(%) | NA | 19.31 | 18.48 | 25.21 | NA | NA | NA | … | … | 16.25 | 22.22 | 15.92 | 32.98 | 30.90 | 30.34 |
| Draw Down(%) | NA | 18.45 | 28.75 | 55.70 | NA | NA | NA | … | … | 13.51 | 26.64 | 21.56 | 29.66 | 43.17 | 19.80 |
| Yield(%) | 0.00 | 5.32 | 4.62 | 2.97 | 1.38 | 0.92 | 0.69 | … | … | 4.48 | 4.85 | 4.30 | 5.12 | 2.86 | 0.59 |
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 |
|---|---|---|---|---|
| ILPCX (INVESCO MLP FUND CLASS C) |
-12.66%
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 |
|---|---|---|---|---|
| ILPCX (INVESCO MLP FUND CLASS C) |
7.14%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart