Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LSQCX (INVESCO LONG/SHORT EQUITY FUND CLASS C) NA -23.48% -12.40% -5.40% NA NA NA
Data as of 08/06/2020, Common starting date is 12/23/2013
More Performance Analytics Comparison
Name Start Date End Date
LSQCX (INVESCO LONG/SHORT EQUITY FUND CLASS C) 12/23/2013 08/06/2020
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
Annualized Return (%) 0.00 -23.48 -12.40 -5.40 NA NA NA -22.66 -13.63 -5.55 17.35 7.45 1.48 12.14 -0.20
Sharpe Ratio NA -0.81 -0.41 -0.21 NA NA NA -0.98 -0.64 -0.23 1.81 0.59 0.10 0.94 NA
Standard Deviation(%) NA 35.30 27.23 22.52 NA NA NA 35.98 23.36 29.47 9.29 12.29 14.14 12.91 NA
Draw Down(%) NA 38.82 49.76 49.76 NA NA NA 32.39 22.24 22.00 9.74 8.07 11.86 13.74 NA
Yield(%) 0.00 2.90 8.33 6.50 3.61 2.40 1.80 0.00 2.70 7.78 15.48 0.70 5.20 0.03 0.00
Data as of 08/06/2020, Common starting date is 12/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSQCX (INVESCO LONG/SHORT EQUITY FUND CLASS C) -11.97%
Jul 2017 – Jul 2020
-5.23%
Jul 2015 – Jul 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSQCX (INVESCO LONG/SHORT EQUITY FUND CLASS C) 11.40%
Jan 2015 – Jan 2018
4.50%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return