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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JBJDX (Invesco Sm-Md Spec Val Y ) NA 38.80% 6.08% 7.16% NA NA NA 13.16%
Data as of 06/07/2011, AR inception is 09/05/2002
More Performance Analytics Comparison
Name Start Date End Date
JBJDX (Invesco Sm-Md Spec Val Y ) 09/05/2002 06/07/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 38.80 6.08 7.16 NA NA NA 13.16 8.11 26.79 34.50 -38.14 9.05 17.30 10.29 20.74 38.99 -0.44
Sharpe Ratio NA 2.16 0.19 0.24 NA NA NA 0.52 1.26 1.37 1.28 -1.00 0.39 1.28 0.76 1.73 2.90 -0.11
Standard Deviation(%) NA 17.91 29.63 25.19 NA NA NA 20.59 15.84 19.54 26.85 39.05 15.46 11.00 10.71 11.45 13.19 21.93
Draw Down(%) NA 9.22 52.24 58.36 NA NA NA 58.36 6.66 16.21 28.97 52.63 11.80 9.39 8.32 8.48 9.59 14.39
Yield(%) 0.00 0.00 1.57 7.00 9.04 6.03 4.52 11.30 0.00 0.00 0.00 4.57 18.02 12.85 15.38 11.04 0.00 0.00
Data as of 06/07/2011, AR inception is 09/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JBJDX (Invesco Sm-Md Spec Val Y ) -14.01%
Feb 2006 - Feb 2009
-3.45%
Feb 2004 - Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JBJDX (Invesco Sm-Md Spec Val Y ) 26.37%
Mar 2003 - Mar 2006
20.91%
Oct 2002 - Oct 2007
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart