Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSQYX (INVESCO LONG/SHORT EQUITY FUND CLASS Y) | NA | -22.54% | -11.46% | -4.57% | 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 |
|---|---|---|
| LSQYX (INVESCO LONG/SHORT EQUITY FUND CLASS Y) | 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 | -22.54 | -11.46 | -4.57 | NA | NA | NA | … | … | -22.11 | -12.45 | -5.13 | 18.51 | 8.56 | 1.78 | 13.34 | -0.20 |
| Sharpe Ratio | NA | -0.79 | -0.39 | -0.18 | NA | NA | NA | … | … | -0.96 | -0.61 | -0.22 | 1.94 | 0.67 | 0.12 | 1.04 | NA |
| Standard Deviation(%) | NA | 34.83 | 26.75 | 22.17 | NA | NA | NA | … | … | 36.01 | 22.59 | 28.71 | 9.25 | 12.34 | 14.13 | 12.79 | NA |
| Draw Down(%) | NA | 38.27 | 48.72 | 48.72 | NA | NA | NA | … | … | 32.20 | 21.23 | 21.32 | 9.59 | 7.69 | 11.38 | 13.50 | NA |
| Yield(%) | 0.00 | 2.77 | 8.43 | 6.64 | 3.75 | 2.50 | 1.88 | … | … | 0.00 | 2.60 | 7.58 | 16.14 | 0.69 | 5.36 | 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 |
|---|---|---|---|---|
| LSQYX (INVESCO LONG/SHORT EQUITY FUND CLASS Y) |
-11.02%
Jul 2017 – Jul 2020 |
-4.40%
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 |
|---|---|---|---|---|
| LSQYX (INVESCO LONG/SHORT EQUITY FUND CLASS Y) |
12.27%
Jan 2015 – Jan 2018 |
5.41%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart