Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSARX (INVESCO AMERICAN VALUE FUND CLASS R) | NA | -2.95% | 8.31% | 5.96% | 7.58% | 7.19% | NA | … | … |
Data as of 02/17/2023, Common starting date is 03/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSARX (INVESCO AMERICAN VALUE FUND CLASS R) | 03/23/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.95 | 8.31 | 5.96 | 7.58 | 7.19 | NA | … | … | 1.75 | -3.66 | 12.72 | 0.99 | 24.33 | -13.05 | 9.18 | 15.43 | -9.20 | 9.16 | 33.70 | 16.70 | 0.38 | 21.52 | 38.91 | -41.15 | 3.49 |
| Sharpe Ratio | NA | -0.19 | 0.25 | 0.19 | 0.35 | NA | NA | … | … | 0.54 | -0.20 | 0.58 | 0.02 | 1.48 | -0.83 | 0.85 | 0.84 | -0.59 | 0.74 | 3.00 | 1.31 | 0.01 | 1.11 | 1.29 | -1.03 | 0.10 |
| Standard Deviation(%) | NA | 25.56 | 30.16 | 25.48 | 20.58 | NA | NA | … | … | 20.10 | 25.43 | 21.97 | 41.65 | 15.47 | 17.29 | 10.15 | 18.09 | 15.61 | 12.31 | 11.24 | 12.85 | 24.99 | 19.28 | 30.08 | 40.88 | 15.63 |
| Draw Down(%) | NA | 20.56 | 44.73 | 45.66 | 45.66 | NA | NA | … | … | 5.51 | 22.21 | 17.40 | 45.56 | 10.38 | 25.06 | 9.03 | 16.05 | 17.90 | 10.29 | 5.24 | 9.12 | 24.89 | 15.85 | 28.50 | 54.02 | 10.07 |
| Yield(%) | 0.00 | 22.60 | 13.53 | 9.91 | 9.32 | 8.38 | 5.94 | … | … | 0.00 | 22.69 | 14.14 | 0.23 | 3.72 | 10.07 | 11.35 | 0.94 | 6.28 | 9.91 | 8.68 | 0.22 | 0.04 | 0.10 | 0.56 | 1.10 | 16.67 |
Data as of 02/17/2023, Common starting date is 03/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSARX (INVESCO AMERICAN VALUE FUND CLASS R) |
-8.59%
Mar 2017 – Mar 2020 |
-4.63%
Mar 2015 – Mar 2020 |
4.54%
Mar 2010 – Mar 2020 |
5.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSARX (INVESCO AMERICAN VALUE FUND CLASS R) |
30.99%
Feb 2009 – Feb 2012 |
26.55%
Feb 2009 – Feb 2014 |
14.97%
Feb 2009 – Feb 2019 |
7.37%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart