Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQLRX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS R) | NA | -7.31% | -1.78% | -0.76% | NA | NA | NA | … | … |
Data as of 10/30/2019, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LQLRX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS R) | 10/15/2014 | 10/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.78 | -7.31 | -1.78 | -0.76 | NA | NA | NA | … | … | -6.15 | -8.50 | 3.58 | 5.65 | -2.48 | 1.64 |
| Sharpe Ratio | NA | -1.12 | -0.43 | -0.24 | NA | NA | NA | … | … | -1.05 | -1.15 | 0.92 | 1.02 | -0.50 | 2.06 |
| Standard Deviation(%) | NA | 7.88 | 6.59 | 6.04 | NA | NA | NA | … | … | 8.43 | 8.57 | 3.21 | 5.30 | 5.01 | 3.91 |
| Draw Down(%) | NA | 8.11 | 12.52 | 12.52 | NA | NA | NA | … | … | 8.11 | 11.41 | 1.96 | 2.88 | 6.61 | 1.86 |
| Yield(%) | 0.00 | 4.06 | 2.70 | 2.72 | 1.37 | 0.91 | 0.68 | … | … | 0.00 | 3.91 | 0.84 | 3.41 | 4.07 | 1.84 |
Data as of 10/30/2019, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQLRX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS R) |
0.48%
Sep 2016 – Sep 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQLRX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS R) |
3.17%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart