Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITYBX (INVESCO TECHNOLOGY FUND CLASS B) | NA | 40.32% | 15.36% | 15.26% | 10.29% | 9.58% | NA | … | … |
Data as of 01/26/2018, Common starting date is 04/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITYBX (INVESCO TECHNOLOGY FUND CLASS B) | 04/24/2002 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.75 | 40.32 | 15.36 | 15.26 | 10.29 | 9.58 | NA | … | … | 11.29 | 33.64 | -1.85 | 5.79 | 9.89 | 23.74 | 9.76 | -3.92 | 19.92 | 56.92 | -44.99 | 6.53 | 9.17 | 1.07 | 2.82 | 42.59 | -36.04 |
| Sharpe Ratio | NA | 3.42 | 0.93 | 0.94 | 0.44 | NA | NA | … | … | 30.93 | 2.93 | -0.12 | 0.30 | 0.55 | 1.72 | 0.54 | -0.14 | 0.94 | 2.07 | -1.12 | 0.18 | 0.34 | -0.08 | 0.09 | 1.54 | -1.05 |
| Standard Deviation(%) | NA | 11.60 | 16.22 | 16.16 | 22.90 | NA | NA | … | … | 11.19 | 11.31 | 17.38 | 19.15 | 17.90 | 13.81 | 18.17 | 28.06 | 21.06 | 27.43 | 40.82 | 19.26 | 17.39 | 13.95 | 21.87 | 27.19 | 46.25 |
| Draw Down(%) | NA | 5.12 | 22.32 | 22.32 | 51.96 | NA | NA | … | … | 0.63 | 5.12 | 19.94 | 14.25 | 11.45 | 8.37 | 17.63 | 23.44 | 16.90 | 17.84 | 53.89 | 14.78 | 19.40 | 13.93 | 26.75 | 15.67 | 49.03 |
| Yield(%) | 0.00 | 5.82 | 6.72 | 9.54 | 6.45 | 6.37 | 3.06 | … | … | 0.00 | 6.09 | 7.48 | 7.62 | 15.23 | 10.45 | 3.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 04/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITYBX (INVESCO TECHNOLOGY FUND CLASS B) |
-17.18%
Feb 2006 – Feb 2009 |
-9.48%
Feb 2004 – Feb 2009 |
2.22%
May 2002 – May 2012 |
5.51%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITYBX (INVESCO TECHNOLOGY FUND CLASS B) |
31.01%
Feb 2009 – Feb 2012 |
22.67%
Feb 2009 – Feb 2014 |
8.17%
Sep 2002 – Sep 2012 |
9.61%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart