Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPQX (INVESCO MLP FUND CLASS R6) | NA | -7.93% | -2.44% | -8.04% | NA | NA | NA | … | … |
Data as of 11/01/2019, Common starting date is 09/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILPQX (INVESCO MLP FUND CLASS R6) | 09/03/2014 | 11/01/2019 |
| 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 | -7.93 | -2.44 | -8.04 | NA | NA | NA | … | … | 4.40 | -11.92 | -6.39 | 18.46 | -31.17 | -11.49 |
| Sharpe Ratio | NA | -0.49 | -0.19 | -0.34 | NA | NA | NA | … | … | 0.23 | -0.60 | -0.44 | 0.55 | -1.01 | -1.03 |
| Standard Deviation(%) | NA | 19.26 | 18.47 | 25.19 | NA | NA | NA | … | … | 16.13 | 22.19 | 15.97 | 33.13 | 30.75 | 30.15 |
| Draw Down(%) | NA | 18.24 | 27.46 | 55.13 | NA | NA | NA | … | … | 13.29 | 26.38 | 21.02 | 29.48 | 42.63 | 19.58 |
| Yield(%) | 0.00 | 6.18 | 5.63 | 3.59 | 1.70 | 1.13 | 0.85 | … | … | 5.31 | 5.83 | 5.26 | 6.16 | 3.70 | 0.80 |
Data as of 11/01/2019, 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 |
|---|---|---|---|---|
| ILPQX (INVESCO MLP FUND CLASS R6) |
-11.81%
Oct 2014 – Oct 2017 |
-7.95%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPQX (INVESCO MLP FUND CLASS R6) |
8.17%
Jan 2016 – Jan 2019 |
-7.95%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart