Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSAZX (Invesco Main Street All Cap fd) | 8.37% | 24.90% | 22.21% | 13.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSAZX (Invesco Main Street All Cap fd) | 05/28/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 24.90 | 22.21 | 13.07 | NA | NA | NA | … | … | 8.37 | 14.60 | 27.85 | 26.30 | -19.48 | 26.69 | 20.21 | 15.06 |
| Sharpe Ratio | NA | 1.89 | 1.26 | 0.61 | NA | NA | NA | … | … | 1.30 | 0.60 | 1.83 | 1.70 | -0.86 | 1.82 | 0.58 | 2.09 |
| Standard Deviation(%) | NA | 12.56 | 15.49 | 17.43 | NA | NA | NA | … | … | 14.66 | 19.93 | 13.21 | 13.45 | 24.32 | 14.64 | 34.38 | 11.99 |
| Draw Down(%) | NA | 11.03 | 19.45 | 25.48 | NA | NA | NA | … | … | 11.03 | 19.45 | 8.48 | 10.17 | 25.12 | 5.70 | 34.17 | 5.65 |
| Yield(%) | 0.00 | 5.68 | 7.87 | 7.99 | 6.48 | 4.32 | 3.24 | … | … | 0.00 | 5.87 | 11.18 | 5.21 | 4.67 | 19.26 | 1.12 | 1.04 |
Data as of 06/04/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAZX (Invesco Main Street All Cap fd) |
6.94%
Apr 2021 – Apr 2024 |
11.17%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSAZX (Invesco Main Street All Cap fd) |
26.29%
Sep 2022 – Sep 2025 |
18.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart