Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEFX (INVESCO SMALL CAP EQUITY FUND CLASS R6) | 14.26% | 23.06% | 16.44% | 6.75% | 10.77% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEFX (INVESCO SMALL CAP EQUITY FUND CLASS R6) | 09/25/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.10 | 23.06 | 16.44 | 6.75 | 10.77 | NA | NA | … | … | 14.26 | 3.25 | 18.21 | 16.58 | -20.27 | 20.13 | 28.00 | 26.61 | -14.98 | 14.20 | 12.32 | -5.24 | 2.42 | 37.34 | 2.95 |
| Sharpe Ratio | NA | 1.07 | 0.70 | 0.20 | 0.40 | NA | NA | … | … | 1.36 | 0.02 | 0.77 | 0.74 | -0.81 | 0.97 | 0.66 | 1.60 | -0.91 | 1.19 | 0.66 | -0.31 | 0.16 | 2.66 | 0.84 |
| Standard Deviation(%) | NA | 20.46 | 20.71 | 21.66 | 22.77 | NA | NA | … | … | 24.69 | 23.79 | 18.97 | 17.61 | 26.81 | 20.77 | 41.56 | 15.70 | 18.11 | 11.40 | 18.39 | 16.87 | 15.35 | 14.00 | 14.24 |
| Draw Down(%) | NA | 13.41 | 24.51 | 31.21 | 41.32 | NA | NA | … | … | 13.41 | 23.47 | 9.36 | 13.81 | 28.07 | 10.29 | 41.32 | 8.96 | 27.47 | 6.06 | 14.41 | 16.47 | 12.25 | 5.97 | 6.69 |
| Yield(%) | 0.00 | 7.37 | 5.68 | 5.64 | 7.80 | 7.77 | 5.83 | … | … | 0.00 | 7.40 | 7.31 | 0.39 | 1.88 | 16.78 | 6.62 | 11.15 | 11.93 | 5.24 | 5.38 | 5.39 | 11.98 | 7.34 | 4.13 |
Data as of 06/10/2026, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEFX (INVESCO SMALL CAP EQUITY FUND CLASS R6) |
-5.55%
Mar 2017 – Mar 2020 |
-2.37%
Mar 2015 – Mar 2020 |
5.78%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEFX (INVESCO SMALL CAP EQUITY FUND CLASS R6) |
24.86%
Dec 2018 – Dec 2021 |
17.24%
Mar 2020 – Mar 2025 |
11.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart