Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVNQX (Invesco Nasdaq 100 Index Fund Class R6) | 14.73% | 34.77% | 26.31% | 16.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVNQX (Invesco Nasdaq 100 Index Fund Class R6) | 10/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.49 | 34.77 | 26.31 | 16.66 | NA | NA | NA | … | … | 14.73 | 20.77 | 25.43 | 54.62 | -32.05 | 26.75 | 7.67 |
| Sharpe Ratio | NA | 2.46 | 1.31 | 0.69 | NA | NA | NA | … | … | 2.99 | 0.77 | 1.20 | 2.85 | -1.04 | 1.45 | 1.96 |
| Standard Deviation(%) | NA | 16.13 | 19.61 | 22.45 | NA | NA | NA | … | … | 18.11 | 23.25 | 18.23 | 18.03 | 32.33 | 18.48 | 20.96 |
| Draw Down(%) | NA | 12.06 | 22.70 | 34.83 | NA | NA | NA | … | … | 11.79 | 22.70 | 13.57 | 10.80 | 34.47 | 10.92 | 7.78 |
| Yield(%) | 0.00 | 1.38 | 1.26 | 1.12 | 0.67 | 0.45 | 0.34 | … | … | 0.00 | 1.56 | 0.92 | 0.83 | 0.48 | 1.08 | 0.21 |
Data as of 06/05/2026, Common starting date is 10/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVNQX (Invesco Nasdaq 100 Index Fund Class R6) |
8.66%
Oct 2021 – Oct 2024 |
13.32%
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 |
|---|---|---|---|---|
| IVNQX (Invesco Nasdaq 100 Index Fund Class R6) |
32.80%
Dec 2022 – Dec 2025 |
17.95%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart