Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOAPX (Invesco Main Street All Cap Fund Class R6) | 8.00% | 24.56% | 22.07% | 13.19% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOAPX (Invesco Main Street All Cap Fund Class R6) | 05/28/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 24.56 | 22.07 | 13.19 | NA | NA | NA | … | … | 8.00 | 14.59 | 27.88 | 26.29 | -19.50 | 26.78 | 20.14 | 15.15 |
| Sharpe Ratio | NA | 1.89 | 1.25 | 0.61 | NA | NA | NA | … | … | 1.30 | 0.60 | 1.84 | 1.70 | -0.86 | 1.83 | 0.58 | 2.11 |
| Standard Deviation(%) | NA | 12.55 | 15.49 | 17.44 | NA | NA | NA | … | … | 14.67 | 19.93 | 13.20 | 13.47 | 24.34 | 14.65 | 34.43 | 11.98 |
| Draw Down(%) | NA | 11.02 | 19.44 | 25.48 | NA | NA | NA | … | … | 11.02 | 19.44 | 8.47 | 10.21 | 25.14 | 5.67 | 34.16 | 5.65 |
| Yield(%) | 0.00 | 5.68 | 7.86 | 8.06 | 6.48 | 4.32 | 3.24 | … | … | 0.00 | 5.86 | 11.17 | 5.21 | 4.67 | 19.25 | 1.12 | 1.08 |
Data as of 06/03/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOAPX (Invesco Main Street All Cap Fund Class R6) |
6.95%
Apr 2021 – Apr 2024 |
11.17%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOAPX (Invesco Main Street All Cap Fund Class R6) |
26.28%
Sep 2022 – Sep 2025 |
18.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart