Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSVCX (INVESCO AMERICAN VALUE FUND CLASS C) | NA | -4.99% | 7.19% | 5.11% | 6.89% | 6.56% | 9.14% | … | … |
Data as of 02/17/2023, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSVCX (INVESCO AMERICAN VALUE FUND CLASS C) | 12/27/1993 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.99 | 7.19 | 5.11 | 6.89 | 6.56 | 9.14 | … | … | 0.10 | -4.22 | 8.31 | 0.50 | 23.78 | -13.48 | 8.68 | 14.86 | -9.62 | 8.60 | 33.11 | 16.12 | -0.08 | 20.97 | 38.29 | -41.45 | 6.96 | 19.35 | 11.10 | 13.48 | 40.62 | -20.34 | -3.51 | -11.45 | 24.70 | 8.83 | 35.48 | 21.32 | 16.78 | -0.79 | 1.07 |
| Sharpe Ratio | NA | -0.26 | 0.21 | 0.16 | 0.31 | NA | NA | … | … | -0.10 | -0.22 | 0.34 | 0.01 | 1.45 | -0.86 | 0.80 | 0.81 | -0.62 | 0.70 | 2.95 | 1.26 | 0.00 | 1.08 | 1.27 | -1.03 | 0.27 | 1.67 | 0.88 | 1.10 | 2.47 | -0.91 | -0.29 | -0.52 | 1.52 | 0.29 | 2.44 | 2.37 | 2.07 | -0.56 | 22.53 |
| Standard Deviation(%) | NA | 25.86 | 30.27 | 25.56 | 20.62 | NA | NA | … | … | 23.20 | 25.41 | 24.17 | 41.68 | 15.45 | 17.30 | 10.15 | 18.07 | 15.62 | 12.32 | 11.23 | 12.82 | 24.99 | 19.28 | 30.06 | 40.89 | 14.83 | 9.63 | 10.14 | 11.42 | 16.14 | 23.43 | 20.75 | 29.65 | 14.08 | 18.73 | 13.03 | 7.44 | 6.24 | 6.74 | 4.16 |
| Draw Down(%) | NA | 20.73 | 44.75 | 46.05 | 46.05 | NA | NA | … | … | 7.04 | 22.47 | 20.30 | 45.60 | 10.45 | 25.16 | 9.24 | 16.12 | 18.11 | 10.35 | 5.27 | 9.19 | 24.99 | 15.90 | 28.49 | 54.23 | 10.23 | 9.86 | 6.94 | 9.90 | 13.62 | 34.76 | 24.97 | 34.90 | 14.57 | 30.30 | 9.32 | 8.46 | 4.25 | 7.17 | 0.00 |
| Yield(%) | 0.00 | 29.67 | 16.97 | 11.90 | 10.34 | 9.08 | 14.35 | … | … | 0.00 | 29.77 | 17.90 | 0.13 | 4.63 | 12.15 | 13.11 | 1.10 | 7.23 | 11.19 | 9.50 | 0.00 | 0.00 | 0.00 | 0.41 | 0.94 | 18.70 | 6.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.93 | 7.89 | 6.22 | 7.11 | 9.16 | 1.43 | 1.31 | 0.31 |
Data as of 02/17/2023, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVCX (INVESCO AMERICAN VALUE FUND CLASS C) |
-18.23%
Feb 2000 – Feb 2003 |
-5.61%
Feb 2004 – Feb 2009 |
0.04%
Feb 1999 – Feb 2009 |
4.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVCX (INVESCO AMERICAN VALUE FUND CLASS C) |
30.35%
Feb 2009 – Feb 2012 |
25.93%
Feb 2009 – Feb 2014 |
14.42%
Feb 2009 – Feb 2019 |
10.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart