Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMSX (INVESCO SUMMIT FUND CLASS S) | 8.34% | 21.26% | 21.69% | 8.55% | 15.41% | 13.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMSX (INVESCO SUMMIT FUND CLASS S) | 09/28/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 21.26 | 21.69 | 8.55 | 15.41 | 13.97 | NA | … | … | 8.34 | 11.08 | 34.32 | 36.75 | -33.15 | 10.66 | 42.10 | 38.62 | -3.06 | 29.74 | 2.39 | 6.35 | 8.81 | 37.83 | 15.48 | -4.62 | 14.52 | 6.13 |
| Sharpe Ratio | NA | 1.01 | 0.84 | 0.25 | 0.61 | NA | NA | … | … | 0.73 | 0.30 | 1.52 | 1.87 | -1.09 | 0.54 | 1.22 | 2.43 | -0.21 | 3.15 | 0.14 | 0.36 | 0.58 | 3.12 | 1.06 | -0.18 | 0.84 | 1.79 |
| Standard Deviation(%) | NA | 20.07 | 22.45 | 23.98 | 22.66 | NA | NA | … | … | 22.37 | 27.36 | 20.24 | 17.90 | 31.69 | 19.87 | 34.28 | 15.29 | 21.48 | 9.27 | 15.54 | 17.39 | 15.27 | 12.10 | 14.75 | 25.25 | 17.26 | 14.20 |
| Draw Down(%) | NA | 19.97 | 28.50 | 40.68 | 40.68 | NA | NA | … | … | 15.60 | 28.50 | 14.14 | 13.28 | 35.39 | 12.79 | 30.89 | 8.09 | 24.61 | 2.95 | 16.46 | 13.10 | 9.87 | 5.92 | 12.49 | 21.88 | 15.41 | 4.88 |
| Yield(%) | 0.00 | 14.61 | 8.10 | 7.57 | 12.08 | 13.02 | 12.12 | … | … | 0.00 | 14.43 | 2.75 | 0.00 | 6.16 | 19.05 | 8.59 | 10.82 | 10.50 | 4.67 | 6.24 | 6.89 | 14.16 | 2.86 | 0.32 | 0.13 | 0.14 | 0.70 |
Data as of 06/04/2026, Common starting date is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMSX (INVESCO SUMMIT FUND CLASS S) |
0.23%
Apr 2021 – Apr 2024 |
5.87%
Mar 2021 – Mar 2026 |
10.74%
Oct 2013 – Oct 2023 |
12.29%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMSX (INVESCO SUMMIT FUND CLASS S) |
29.66%
Dec 2018 – Dec 2021 |
24.56%
Jun 2016 – Jun 2021 |
18.71%
Sep 2011 – Sep 2021 |
14.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart