Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSQRX (INVESCO LONG/SHORT EQUITY FUND CLASS R) | NA | -22.94% | -11.92% | -5.08% | 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 |
|---|---|---|
| LSQRX (INVESCO LONG/SHORT EQUITY FUND CLASS R) | 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 | -22.94 | -11.92 | -5.08 | NA | NA | NA | … | … | -22.32 | -13.03 | -5.35 | 17.91 | 7.96 | 1.11 | 12.74 | -0.20 |
| Sharpe Ratio | NA | -0.80 | -0.40 | -0.20 | NA | NA | NA | … | … | -0.96 | -0.63 | -0.23 | 1.87 | 0.63 | 0.08 | 0.99 | NA |
| Standard Deviation(%) | NA | 35.11 | 27.01 | 22.35 | NA | NA | NA | … | … | 36.03 | 23.01 | 29.09 | 9.26 | 12.28 | 14.13 | 12.88 | NA |
| Draw Down(%) | NA | 38.58 | 49.24 | 49.24 | NA | NA | NA | … | … | 32.29 | 21.71 | 21.69 | 9.63 | 7.92 | 11.61 | 13.70 | NA |
| Yield(%) | 0.00 | 2.84 | 8.37 | 6.45 | 3.61 | 2.41 | 1.81 | … | … | 0.00 | 2.65 | 7.68 | 15.78 | 0.69 | 4.72 | 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 |
|---|---|---|---|---|
| LSQRX (INVESCO LONG/SHORT EQUITY FUND CLASS R) |
-11.47%
Jul 2017 – Jul 2020 |
-4.89%
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 |
|---|---|---|---|---|
| LSQRX (INVESCO LONG/SHORT EQUITY FUND CLASS R) |
11.64%
Jan 2015 – Jan 2018 |
4.87%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart