Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEAX (INVESCO SMALL CAP EQUITY FUND CLASS A) | 17.78% | 28.50% | 18.54% | 7.15% | 10.54% | 9.56% | 8.37% | … | … |
Data as of 06/03/2026, Common starting date is 08/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEAX (INVESCO SMALL CAP EQUITY FUND CLASS A) | 08/31/2000 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 28.50 | 18.54 | 7.15 | 10.54 | 9.56 | 8.37 | … | … | 17.78 | 7.84 | 17.80 | 15.96 | -20.61 | 19.61 | 27.25 | 26.05 | -15.43 | 13.59 | 11.72 | -5.76 | 1.98 | 36.68 | 13.51 | -0.41 | 28.57 | 20.35 | -31.32 | 4.71 | 16.83 | 6.58 | 9.37 | 46.17 | -19.23 | 8.92 | -6.40 |
| Sharpe Ratio | NA | 1.27 | 0.73 | 0.20 | 0.36 | NA | NA | … | … | 1.69 | 0.22 | 0.75 | 0.70 | -0.82 | 0.94 | 0.65 | 1.13 | -0.53 | 1.14 | 0.63 | -0.34 | 0.13 | 2.62 | 0.80 | -0.01 | 1.25 | 0.63 | -0.78 | 0.08 | 0.85 | 0.30 | 0.55 | 2.97 | -0.92 | 0.29 | -0.81 |
| Standard Deviation(%) | NA | 20.01 | 20.61 | 21.58 | 24.63 | NA | NA | … | … | 24.34 | 22.69 | 18.87 | 17.62 | 26.85 | 20.81 | 41.59 | 21.74 | 31.64 | 11.43 | 18.41 | 16.87 | 15.39 | 14.01 | 16.92 | 31.24 | 22.76 | 32.21 | 41.03 | 18.82 | 15.77 | 14.61 | 15.16 | 15.30 | 22.27 | 22.55 | 28.02 |
| Draw Down(%) | NA | 13.43 | 24.61 | 31.42 | 45.01 | NA | NA | … | … | 13.43 | 23.51 | 9.36 | 13.92 | 28.22 | 10.36 | 41.38 | 10.12 | 27.66 | 6.08 | 14.45 | 16.59 | 12.47 | 6.01 | 13.72 | 28.97 | 18.44 | 29.76 | 45.59 | 11.34 | 13.08 | 10.38 | 16.72 | 12.78 | 36.36 | 22.57 | 15.59 |
| Yield(%) | 0.00 | 9.31 | 7.15 | 6.61 | 8.38 | 8.31 | 7.32 | … | … | 0.00 | 9.19 | 8.92 | 0.47 | 2.26 | 19.34 | 7.19 | 12.62 | 13.19 | 5.74 | 5.84 | 5.79 | 12.69 | 7.71 | 4.73 | 0.00 | 0.00 | 0.00 | 1.02 | 9.09 | 16.91 | 11.06 | 3.00 | 0.00 | 0.00 | 0.06 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEAX (INVESCO SMALL CAP EQUITY FUND CLASS A) |
-14.75%
Feb 2006 – Feb 2009 |
-5.83%
Feb 2004 – Feb 2009 |
4.74%
Sep 2000 – Sep 2010 |
4.83%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEAX (INVESCO SMALL CAP EQUITY FUND CLASS A) |
28.41%
Feb 2009 – Feb 2012 |
24.47%
Feb 2009 – Feb 2014 |
13.68%
Feb 2009 – Feb 2019 |
12.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart