Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOVVX (Invesco Comstock Select Fund Class R5) | 6.76% | 24.50% | 15.75% | 11.21% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOVVX (Invesco Comstock Select Fund Class R5) | 05/29/2019 | 06/05/2026 |
| 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 (%) | 0.12 | 24.50 | 15.75 | 11.21 | NA | NA | NA | … | … | 6.76 | 5.92 | 12.34 | 12.57 | 3.64 | 30.63 | 0.04 | 15.70 |
| Sharpe Ratio | NA | 1.82 | 0.92 | 0.56 | NA | NA | NA | … | … | 1.08 | 0.15 | 0.73 | 0.67 | 0.11 | 1.80 | 0.00 | 1.84 |
| Standard Deviation(%) | NA | 12.25 | 14.01 | 15.81 | NA | NA | NA | … | … | 13.48 | 20.16 | 11.99 | 13.34 | 20.46 | 17.03 | 43.96 | 14.36 |
| Draw Down(%) | NA | 10.05 | 16.38 | 17.08 | NA | NA | NA | … | … | 10.05 | 16.38 | 6.78 | 12.10 | 17.08 | 8.42 | 45.20 | 8.53 |
| Yield(%) | 0.00 | 13.73 | 12.27 | 10.56 | 8.66 | 5.77 | 4.33 | … | … | 0.00 | 14.44 | 16.65 | 5.78 | 15.10 | 7.11 | 2.57 | 24.99 |
Data as of 06/05/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOVVX (Invesco Comstock Select Fund Class R5) |
8.18%
Sep 2019 – Sep 2022 |
11.31%
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 |
|---|---|---|---|---|
| IOVVX (Invesco Comstock Select Fund Class R5) |
27.58%
Mar 2020 – Mar 2023 |
21.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart