Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILPYX (INVESCO MLP FUND CLASS Y) | NA | -6.19% | -2.82% | -7.83% | 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 |
|---|---|---|
| ILPYX (INVESCO MLP FUND CLASS Y) | 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 | -6.19 | -2.82 | -7.83 | NA | NA | NA | … | … | 4.18 | -11.74 | -6.39 | 18.46 | -31.17 | -11.49 |
| Sharpe Ratio | NA | -0.40 | -0.23 | -0.34 | NA | NA | NA | … | … | 0.22 | -0.59 | -0.44 | 0.55 | -1.02 | -1.03 |
| Standard Deviation(%) | NA | 19.22 | 18.42 | 25.17 | NA | NA | NA | … | … | 16.17 | 22.10 | 15.84 | 33.14 | 30.73 | 30.16 |
| 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 | 6.30 | 5.57 | 3.64 | 1.70 | 1.13 | 0.85 | … | … | 5.31 | 5.83 | 5.26 | 6.16 | 3.70 | 0.80 |
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 |
|---|---|---|---|---|
| ILPYX (INVESCO MLP FUND CLASS Y) |
-11.76%
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 |
|---|---|---|---|---|
| ILPYX (INVESCO MLP FUND CLASS Y) |
8.17%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart