Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSJFX (Invesco Main Street Fund Class R5) | 6.15% | 20.50% | 18.60% | 10.96% | 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 |
|---|---|---|
| MSJFX (Invesco Main Street Fund Class R5) | 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 (%) | 0.07 | 20.50 | 18.60 | 10.96 | NA | NA | NA | … | … | 6.15 | 9.00 | 24.01 | 23.42 | -19.95 | 27.79 | 14.81 | 14.43 |
| Sharpe Ratio | NA | 1.60 | 1.06 | 0.50 | NA | NA | NA | … | … | 0.94 | 0.31 | 1.61 | 1.50 | -0.90 | 2.14 | 0.43 | 1.27 |
| Standard Deviation(%) | NA | 11.87 | 14.91 | 16.86 | NA | NA | NA | … | … | 13.58 | 19.96 | 12.69 | 13.25 | 23.88 | 12.98 | 33.73 | 18.88 |
| Draw Down(%) | NA | 10.83 | 19.33 | 26.53 | NA | NA | NA | … | … | 10.76 | 19.33 | 8.07 | 11.80 | 26.28 | 5.81 | 34.37 | 7.55 |
| Yield(%) | 0.00 | 8.13 | 8.28 | 8.31 | 6.87 | 4.58 | 3.43 | … | … | 0.00 | 8.33 | 7.42 | 8.52 | 3.82 | 21.10 | 3.54 | 9.03 |
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 |
|---|---|---|---|---|
| MSJFX (Invesco Main Street Fund Class R5) |
5.51%
Dec 2019 – Dec 2022 |
9.44%
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 |
|---|---|---|---|---|
| MSJFX (Invesco Main Street Fund Class R5) |
23.81%
Sep 2022 – Sep 2025 |
16.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart