Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPRX (INVESCO MLP FUND CLASS R) | NA | -6.66% | -3.33% | -8.32% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 09/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILPRX (INVESCO MLP FUND CLASS R) | 09/04/2014 | 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 | -6.66 | -3.33 | -8.32 | NA | NA | NA | … | … | 3.58 | -12.19 | -6.89 | 17.87 | -31.47 | -10.98 |
| Sharpe Ratio | NA | -0.42 | -0.26 | -0.36 | NA | NA | NA | … | … | 0.18 | -0.61 | -0.48 | 0.53 | -1.02 | -1.00 |
| Standard Deviation(%) | NA | 19.32 | 18.40 | 25.16 | NA | NA | NA | … | … | 16.15 | 22.18 | 15.79 | 33.13 | 30.73 | 30.17 |
| Draw Down(%) | NA | 18.35 | 28.22 | 55.38 | NA | NA | NA | … | … | 13.39 | 26.57 | 21.34 | 29.48 | 42.94 | 19.68 |
| Yield(%) | 0.00 | 5.83 | 5.10 | 3.30 | 1.55 | 1.03 | 0.78 | … | … | 4.90 | 5.35 | 4.76 | 5.64 | 3.28 | 0.71 |
Data as of 10/30/2019, Common starting date is 09/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILPRX (INVESCO MLP FUND CLASS R) |
-12.24%
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 |
|---|---|---|---|---|
| ILPRX (INVESCO MLP FUND CLASS R) |
7.61%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart