Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/17/2023.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MSAJX (INVESCO AMERICAN VALUE FUND CLASS R5) NA -2.33% 8.96% 6.59% 8.23% NA NA 10.42%
More Performance Analytics Comparison
Name Start Date End Date
MSAJX (INVESCO AMERICAN VALUE FUND CLASS R5) 06/03/2010 02/17/2023
The return data shown below all have the same latest date: 02/17/2023.
AR inception is since 06/03/2010.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 -2.33 8.96 6.59 8.23 NA NA 10.42 1.90 -3.11 13.04 1.63 25.07 -12.56 9.82 16.15 -8.63 9.82 34.50 17.47 1.12 14.47
Sharpe Ratio NA -0.16 0.27 0.22 0.38 NA NA 0.46 0.61 -0.18 0.59 0.03 1.53 -0.80 0.91 0.88 -0.55 0.79 3.07 1.37 0.04 1.41
Standard Deviation(%) NA 25.56 30.15 25.47 20.57 NA NA 20.28 20.12 25.43 22.12 41.63 15.45 17.29 10.13 18.06 15.61 12.34 11.22 12.81 24.95 18.48
Draw Down(%) NA 20.34 44.69 45.48 45.48 NA NA 45.48 5.47 21.90 17.58 45.48 10.22 24.95 8.78 16.00 17.66 10.26 5.19 9.10 24.64 9.01
Yield(%) 0.00 22.47 13.77 10.22 9.81 9.72 7.29 12.15 0.00 22.57 14.54 0.48 4.11 10.71 12.07 1.55 6.41 10.35 9.32 0.96 0.73 0.30
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSAJX (INVESCO AMERICAN VALUE FUND CLASS R5) -8.05%
Mar 2017 - Mar 2020 		-4.06%
Mar 2015 - Mar 2020 		7.36%
Oct 2010 - Oct 2020 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSAJX (INVESCO AMERICAN VALUE FUND CLASS R5) 24.50%
Sep 2011 - Sep 2014 		16.28%
Jul 2010 - Jul 2015 		12.02%
Sep 2011 - Sep 2021 		0.00%
NA
Annualized Rolling Returns Comparison Chart