Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMISX (Invesco Summit Fund Cl R6) | 8.44% | 21.49% | 21.90% | 8.76% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMISX (Invesco Summit Fund Cl R6) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 21.49 | 21.90 | 8.76 | NA | NA | NA | … | … | 8.44 | -1.32 | 34.54 | 37.08 | -33.05 | 10.85 | 42.46 | 39.53 | -2.89 | 17.78 |
| Sharpe Ratio | NA | 1.02 | 0.85 | 0.26 | NA | NA | NA | … | … | 0.75 | -0.14 | 1.53 | 1.88 | -1.09 | 0.55 | 1.23 | 2.48 | -0.20 | 2.46 |
| Standard Deviation(%) | NA | 20.07 | 22.47 | 23.99 | NA | NA | NA | … | … | 22.37 | 30.06 | 20.26 | 17.91 | 31.69 | 19.86 | 34.22 | 15.32 | 21.44 | 9.78 |
| Draw Down(%) | NA | 19.92 | 28.48 | 40.57 | NA | NA | NA | … | … | 15.58 | 28.48 | 14.13 | 13.26 | 35.31 | 12.74 | 30.82 | 8.05 | 24.58 | 2.92 |
| Yield(%) | 0.00 | 14.14 | 7.87 | 7.44 | 10.65 | 7.10 | 5.33 | … | … | 0.00 | 13.98 | 2.67 | 0.00 | 6.02 | 18.72 | 8.47 | 11.23 | 10.42 | 4.40 |
Data as of 06/04/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMISX (Invesco Summit Fund Cl R6) |
0.42%
Apr 2021 – Apr 2024 |
6.07%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMISX (Invesco Summit Fund Cl R6) |
30.13%
Dec 2018 – Dec 2021 |
15.26%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart