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
LSQSX (INVESCO LONG/SHORT EQUITY FUND CLASS R6) NA -22.57% -11.38% -4.44% 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
LSQSX (INVESCO LONG/SHORT EQUITY FUND CLASS R6) 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 -22.57 -11.38 -4.44 NA NA NA -22.15 -12.31 -4.86 18.71 8.46 2.05 13.34 -0.20
Sharpe Ratio NA -0.79 -0.38 -0.17 NA NA NA -0.96 -0.60 -0.22 1.96 0.67 0.14 1.04 NA
Standard Deviation(%) NA 34.92 26.74 22.16 NA NA NA 36.00 22.73 28.58 9.25 12.34 14.12 12.81 NA
Draw Down(%) NA 38.26 48.50 48.50 NA NA NA 32.20 21.18 21.17 9.51 7.69 11.38 13.50 NA
Yield(%) 0.00 2.76 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
LSQSX (INVESCO LONG/SHORT EQUITY FUND CLASS R6) -10.93%
Jul 2017 – Jul 2020
-4.26%
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
LSQSX (INVESCO LONG/SHORT EQUITY FUND CLASS R6) 12.44%
Jan 2015 – Jan 2018
5.53%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return