Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZFSX (INVESCO SELECT OPPORTUNITIES FUND CLASS R6) | NA | -17.05% | -6.65% | 2.59% | NA | NA | NA | … | … |
Data as of 12/22/2020, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZFSX (INVESCO SELECT OPPORTUNITIES FUND CLASS R6) | 09/25/2012 | 12/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.77 | -17.05 | -6.65 | 2.59 | NA | NA | NA | … | … | -0.81 | 19.99 | -18.11 | 19.03 | 14.72 | -10.29 | 1.07 | 28.26 | 5.02 |
| Sharpe Ratio | NA | 0.00 | -0.07 | 0.25 | NA | NA | NA | … | … | -0.03 | 1.32 | -1.36 | 2.11 | 0.79 | -0.73 | 0.11 | 3.49 | 2.42 |
| Standard Deviation(%) | NA | 41.25 | 26.53 | 22.51 | NA | NA | NA | … | … | 41.74 | 14.08 | 14.26 | 8.75 | 18.40 | 14.16 | 9.46 | 8.08 | 8.62 |
| Draw Down(%) | NA | 48.98 | 50.30 | 50.30 | NA | NA | NA | … | … | 48.98 | 11.02 | 25.16 | 5.55 | 13.49 | 18.16 | 12.59 | 3.68 | 3.04 |
| Yield(%) | 0.00 | 0.00 | 3.02 | 2.53 | 2.29 | 1.52 | 1.14 | … | … | 0.00 | 5.90 | 4.42 | 0.00 | 0.00 | 2.22 | 2.02 | 1.76 | 1.56 |
Data as of 12/22/2020, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZFSX (INVESCO SELECT OPPORTUNITIES FUND CLASS R6) |
-11.12%
Mar 2017 – Mar 2020 |
-5.09%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZFSX (INVESCO SELECT OPPORTUNITIES FUND CLASS R6) |
10.73%
Sep 2015 – Sep 2018 |
10.17%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart