Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMECX (INVESCO SMALL CAP EQUITY FUND CLASS C) | 18.05% | 28.04% | 17.91% | 6.30% | 9.61% | 8.87% | 7.58% | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMECX (INVESCO SMALL CAP EQUITY FUND CLASS C) | 08/31/2000 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 28.04 | 17.91 | 6.30 | 9.61 | 8.87 | 7.58 | … | … | 18.05 | -6.54 | 3.38 | 14.52 | -24.77 | -9.08 | 16.03 | 25.00 | -16.11 | 12.80 | 10.91 | -6.53 | 1.18 | 35.62 | 12.68 | -1.17 | 27.75 | 19.45 | -31.88 | 3.95 | 16.00 | 5.81 | 8.64 | 45.13 | -19.70 | 8.14 | -6.60 |
| Sharpe Ratio | NA | 1.22 | 0.69 | 0.16 | 0.31 | NA | NA | … | … | 1.65 | -0.35 | -0.14 | 0.59 | -0.96 | -0.26 | 0.37 | 0.92 | -0.47 | 1.07 | 0.58 | -0.39 | 0.08 | 2.54 | 0.75 | -0.04 | 1.22 | 0.60 | -0.80 | 0.05 | 0.81 | 0.25 | 0.53 | 2.92 | -0.94 | 0.26 | -0.81 |
| Standard Deviation(%) | NA | 20.02 | 20.61 | 21.59 | 25.76 | NA | NA | … | … | 24.34 | 27.61 | 22.45 | 17.70 | 27.39 | 35.42 | 42.55 | 25.69 | 37.19 | 11.47 | 18.37 | 16.87 | 15.34 | 14.00 | 16.95 | 31.25 | 22.75 | 32.21 | 41.07 | 18.86 | 15.75 | 14.57 | 14.57 | 15.19 | 22.21 | 22.97 | 28.17 |
| Draw Down(%) | NA | 13.55 | 24.79 | 31.87 | 47.06 | NA | NA | … | … | 13.55 | 23.64 | 19.19 | 14.08 | 28.47 | 31.34 | 41.36 | 13.38 | 27.89 | 6.17 | 14.53 | 16.74 | 12.91 | 6.08 | 13.85 | 29.07 | 18.53 | 29.82 | 45.75 | 11.47 | 13.29 | 10.47 | 16.89 | 12.86 | 36.49 | 22.70 | 15.71 |
| Yield(%) | 0.00 | 15.92 | 11.46 | 9.33 | 9.92 | 9.31 | 7.65 | … | … | 0.00 | 15.69 | 14.40 | 0.75 | 3.53 | 27.38 | 9.87 | 16.55 | 16.40 | 7.00 | 6.99 | 6.80 | 14.47 | 8.65 | 5.23 | 0.00 | 0.00 | 0.00 | 1.09 | 9.63 | 17.63 | 11.41 | 3.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SMECX (INVESCO SMALL CAP EQUITY FUND CLASS C) |
-15.38%
Feb 2006 – Feb 2009 |
-6.50%
Feb 2004 – Feb 2009 |
3.99%
Sep 2000 – Sep 2010 |
4.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMECX (INVESCO SMALL CAP EQUITY FUND CLASS C) |
27.46%
Feb 2009 – Feb 2012 |
23.56%
Feb 2009 – Feb 2014 |
12.81%
Feb 2009 – Feb 2019 |
11.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart