Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSQFX (INVESCO LONG/SHORT EQUITY FUND CLASS R5) | NA | -22.60% | -11.42% | -4.47% | 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 |
|---|---|---|
| LSQFX (INVESCO LONG/SHORT EQUITY FUND CLASS R5) | 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 | -22.60 | -11.42 | -4.47 | NA | NA | NA | … | … | -22.09 | -12.43 | -4.95 | 18.71 | 8.46 | 2.05 | 13.34 | -0.20 |
| Sharpe Ratio | NA | -0.79 | -0.38 | -0.17 | NA | NA | NA | … | … | -0.96 | -0.61 | -0.22 | 1.95 | 0.67 | 0.14 | 1.04 | NA |
| Standard Deviation(%) | NA | 34.91 | 26.76 | 22.18 | NA | NA | NA | … | … | 36.01 | 22.69 | 28.66 | 9.29 | 12.27 | 14.16 | 12.81 | NA |
| Draw Down(%) | NA | 38.23 | 48.59 | 48.59 | NA | NA | NA | … | … | 32.16 | 21.21 | 21.32 | 9.44 | 7.78 | 11.38 | 13.50 | NA |
| Yield(%) | 0.00 | 2.77 | 8.45 | 6.72 | 3.79 | 2.53 | 1.90 | … | … | 0.00 | 2.59 | 7.58 | 16.24 | 0.69 | 5.64 | 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 |
|---|---|---|---|---|
| LSQFX (INVESCO LONG/SHORT EQUITY FUND CLASS R5) |
-10.98%
Jul 2017 – Jul 2020 |
-4.28%
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 |
|---|---|---|---|---|
| LSQFX (INVESCO LONG/SHORT EQUITY FUND CLASS R5) |
12.41%
Jan 2015 – Jan 2018 |
5.51%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart