Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEYX (INVESCO SMALL CAP EQUITY FUND CLASS Y) | 18.56% | 29.38% | 19.06% | 3.86% | 8.28% | 8.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEYX (INVESCO SMALL CAP EQUITY FUND CLASS Y) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 29.38 | 19.06 | 3.86 | 8.28 | 8.36 | NA | … | … | 18.56 | 8.17 | 18.07 | 16.23 | -20.41 | 1.43 | 20.52 | 26.29 | -15.17 | 13.89 | 12.03 | -5.52 | 2.18 | 37.07 | 13.79 | -0.16 | 28.87 | 20.86 | -1.91 |
| Sharpe Ratio | NA | 1.29 | 0.75 | 0.04 | 0.28 | NA | NA | … | … | 1.71 | 0.23 | 0.77 | 0.72 | -0.82 | 0.05 | 0.48 | 1.58 | -0.91 | 1.16 | 0.64 | -0.33 | 0.14 | 2.64 | 0.81 | -0.01 | 1.27 | 0.65 | -0.13 |
| Standard Deviation(%) | NA | 19.92 | 20.57 | 23.11 | 23.56 | NA | NA | … | … | 24.29 | 22.67 | 18.79 | 17.62 | 26.82 | 28.01 | 42.00 | 15.73 | 18.16 | 11.41 | 18.43 | 16.87 | 15.40 | 14.03 | 17.02 | 31.28 | 22.61 | 32.05 | 67.65 |
| Draw Down(%) | NA | 13.35 | 24.52 | 41.87 | 41.87 | NA | NA | … | … | 13.35 | 23.42 | 9.29 | 13.86 | 28.14 | 24.13 | 41.35 | 8.95 | 27.58 | 6.09 | 14.46 | 16.53 | 12.39 | 5.94 | 13.72 | 28.95 | 18.36 | 29.76 | 27.73 |
| Yield(%) | 0.00 | 8.56 | 6.65 | 3.15 | 5.49 | 6.47 | 7.77 | … | … | 0.00 | 8.47 | 8.29 | 0.44 | 2.12 | 0.04 | 0.09 | 12.11 | 12.77 | 5.58 | 5.70 | 5.68 | 12.50 | 7.62 | 4.68 | 0.00 | 0.00 | 0.00 | 1.43 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEYX (INVESCO SMALL CAP EQUITY FUND CLASS Y) |
-6.56%
Apr 2021 – Apr 2024 |
-2.61%
Mar 2015 – Mar 2020 |
3.18%
Oct 2013 – Oct 2023 |
6.68%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEYX (INVESCO SMALL CAP EQUITY FUND CLASS Y) |
28.76%
Feb 2009 – Feb 2012 |
24.81%
Feb 2009 – Feb 2014 |
13.96%
Feb 2009 – Feb 2019 |
10.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart