Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEBX (INVESCO SMALL CAP EQUITY FUND CLASS B) | NA | 16.94% | 7.72% | 9.75% | 8.23% | 9.89% | NA | … | … |
Data as of 01/26/2018, Common starting date is 12/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEBX (INVESCO SMALL CAP EQUITY FUND CLASS B) | 12/14/2000 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 16.94 | 7.72 | 9.75 | 8.23 | 9.89 | NA | … | … | 5.99 | 12.78 | 10.89 | -6.28 | 1.39 | 35.62 | 12.68 | -1.17 | 27.61 | 19.59 | -32.02 | 4.16 | 15.90 | 5.89 | 8.64 | 45.13 | -19.78 | 8.24 | 4.01 |
| Sharpe Ratio | NA | 1.46 | 0.47 | 0.62 | 0.34 | NA | NA | … | … | 11.97 | 1.07 | 0.58 | -0.37 | 0.09 | 2.53 | 0.75 | -0.04 | 1.21 | 0.60 | -0.80 | 0.06 | 0.80 | 0.25 | 0.53 | 2.93 | -0.94 | 0.26 | 4.34 |
| Standard Deviation(%) | NA | 11.11 | 15.67 | 15.40 | 23.80 | NA | NA | … | … | 10.42 | 11.36 | 18.47 | 16.88 | 15.36 | 14.04 | 16.96 | 31.24 | 22.78 | 32.30 | 41.15 | 18.76 | 15.80 | 14.61 | 14.54 | 15.19 | 22.21 | 22.94 | 38.07 |
| Draw Down(%) | NA | 6.17 | 25.96 | 25.96 | 52.36 | NA | NA | … | … | 1.15 | 6.17 | 14.51 | 16.74 | 12.84 | 6.08 | 13.84 | 29.12 | 18.60 | 29.92 | 45.86 | 11.47 | 13.22 | 10.46 | 16.95 | 12.86 | 36.49 | 22.78 | 5.57 |
| Yield(%) | 0.00 | 6.91 | 6.40 | 8.91 | 6.49 | 9.63 | 6.30 | … | … | 0.00 | 6.99 | 6.99 | 6.80 | 14.46 | 8.65 | 5.23 | 0.00 | 0.00 | 0.00 | 1.09 | 9.62 | 17.61 | 11.40 | 3.06 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 12/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEBX (INVESCO SMALL CAP EQUITY FUND CLASS B) |
-15.38%
Feb 2006 – Feb 2009 |
-6.52%
Feb 2004 – Feb 2009 |
4.52%
Jan 2006 – Jan 2016 |
5.75%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEBX (INVESCO SMALL CAP EQUITY FUND CLASS B) |
27.46%
Feb 2009 – Feb 2012 |
23.56%
Feb 2009 – Feb 2014 |
10.53%
Mar 2003 – Mar 2013 |
9.34%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart