Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQLYX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS Y) | NA | -20.65% | -6.42% | -3.38% | 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 |
|---|---|---|
| LQLYX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS Y) | 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 (%) | -20.53 | -20.65 | -6.42 | -3.38 | NA | NA | NA | … | … | -5.47 | -4.17 | 4.11 | 6.05 | -1.89 | 1.84 |
| Sharpe Ratio | NA | -1.06 | -0.35 | -0.15 | NA | NA | NA | … | … | -0.97 | -0.73 | 1.07 | 1.11 | -0.38 | 2.22 |
| Standard Deviation(%) | NA | 7.72 | 6.53 | 6.00 | NA | NA | NA | … | … | 8.24 | 7.56 | 3.27 | 5.23 | 5.04 | 4.07 |
| Draw Down(%) | NA | 7.53 | 11.49 | 11.49 | NA | NA | NA | … | … | 7.53 | 7.30 | 1.85 | 2.76 | 6.31 | 1.85 |
| Yield(%) | 0.00 | 4.51 | 3.12 | 3.05 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 4.37 | 1.27 | 3.83 | 4.35 | 1.94 |
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 |
|---|---|---|---|---|
| LQLYX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS Y) |
0.97%
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 |
|---|---|---|---|---|
| LQLYX (INVESCO ALTERNATIVE STRATEGIES FUND CLASS Y) |
3.69%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart