Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSAFX (INVESCO AMERICAN VALUE FUND CLASS R6) | NA | -2.26% | 9.02% | 6.37% | 8.16% | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 09/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSAFX (INVESCO AMERICAN VALUE FUND CLASS R6) | 09/24/2012 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.26 | 9.02 | 6.37 | 8.16 | NA | NA | … | … | 1.86 | -3.04 | 13.10 | 1.65 | 20.80 | -22.95 | -2.50 | 14.62 | -15.02 | -0.83 | 24.50 | 1.53 |
| Sharpe Ratio | NA | -0.16 | 0.27 | 0.20 | 0.36 | NA | NA | … | … | 0.60 | -0.17 | 0.59 | 0.03 | -0.15 | -1.90 | -1.35 | -1.07 | -1.87 | -1.15 | 0.45 | -1.05 |
| Standard Deviation(%) | NA | 25.55 | 30.16 | 27.01 | 21.52 | NA | NA | … | … | 20.09 | 25.42 | 22.16 | 41.65 | 15.91 | 23.44 | 16.11 | 18.10 | 17.96 | 16.86 | 13.32 | 11.12 |
| Draw Down(%) | NA | 20.31 | 44.70 | 45.85 | 45.85 | NA | NA | … | … | 5.47 | 21.86 | 17.62 | 45.49 | 10.16 | 33.89 | 12.73 | 15.99 | 23.29 | 14.39 | 8.96 | 4.67 |
| Yield(%) | 0.00 | 22.51 | 13.82 | 10.35 | 9.93 | 7.39 | 5.54 | … | … | 0.00 | 22.62 | 14.59 | 0.52 | 4.67 | 10.81 | 12.18 | 1.65 | 6.46 | 10.43 | 9.40 | 0.27 |
Data as of 02/17/2023, Common starting date is 09/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAFX (INVESCO AMERICAN VALUE FUND CLASS R6) |
-8.41%
Mar 2017 – Mar 2020 |
-4.24%
Mar 2015 – Mar 2020 |
8.79%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAFX (INVESCO AMERICAN VALUE FUND CLASS R6) |
17.75%
Dec 2018 – Dec 2021 |
11.58%
Dec 2012 – Dec 2017 |
9.48%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart