Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPICX (INVESCO S&P 500 INDEX FUND CLASS C) | 10.32% | 26.52% | 21.00% | 12.41% | 13.97% | 12.97% | 10.02% | … | … |
Data as of 06/03/2026, Common starting date is 12/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPICX (INVESCO S&P 500 INDEX FUND CLASS C) | 12/15/1997 | 06/03/2026 |
| 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 26.52 | 21.00 | 12.41 | 13.97 | 12.97 | 10.02 | … | … | 10.32 | 16.39 | 23.41 | 24.69 | -19.17 | 25.64 | 16.75 | 29.79 | -5.64 | 20.28 | 10.53 | 0.02 | 12.22 | 30.63 | 14.52 | 0.82 | 14.23 | 25.15 | -37.62 | 4.24 | 14.24 | 3.56 | 9.62 | 26.91 | -23.21 | -13.21 | -10.36 | 19.03 | 26.86 | 0.76 |
| Sharpe Ratio | NA | 2.15 | 1.25 | 0.59 | 0.68 | NA | NA | … | … | 1.90 | 0.73 | 1.56 | 1.62 | -0.85 | 1.94 | 0.47 | 2.27 | -0.41 | 2.96 | 0.79 | 0.00 | 1.07 | 2.76 | 1.14 | 0.03 | 0.78 | 0.91 | -0.93 | 0.07 | 1.08 | 0.13 | 0.78 | 1.54 | -0.94 | -0.74 | -0.66 | 0.87 | 1.15 | 0.85 |
| Standard Deviation(%) | NA | 11.89 | 14.81 | 16.91 | 18.11 | NA | NA | … | … | 13.53 | 18.64 | 12.67 | 13.09 | 24.20 | 13.23 | 34.65 | 12.49 | 17.13 | 6.66 | 13.12 | 15.49 | 11.38 | 11.09 | 12.81 | 23.39 | 18.14 | 27.39 | 41.14 | 15.97 | 10.09 | 10.26 | 11.09 | 17.04 | 25.91 | 21.62 | 22.12 | 18.00 | 20.31 | 17.35 |
| Draw Down(%) | NA | 9.11 | 18.92 | 25.25 | 33.90 | NA | NA | … | … | 9.11 | 18.92 | 8.52 | 10.22 | 25.25 | 5.23 | 33.90 | 6.70 | 19.63 | 2.75 | 10.38 | 12.15 | 7.35 | 5.73 | 9.83 | 19.13 | 15.89 | 27.41 | 48.27 | 10.04 | 7.56 | 7.09 | 8.06 | 14.01 | 33.63 | 29.72 | 17.37 | 12.15 | 19.28 | 3.61 |
| Yield(%) | 0.00 | 0.96 | 0.80 | 0.68 | 1.32 | 1.79 | 1.63 | … | … | 0.00 | 0.97 | 0.56 | 0.50 | 0.69 | 0.24 | 0.54 | 1.63 | 1.75 | 0.86 | 0.74 | 0.94 | 0.63 | 0.98 | 1.33 | 0.74 | 1.19 | 1.62 | 0.89 | 0.87 | 0.83 | 0.66 | 0.95 | 0.35 | 0.00 | 0.00 | 0.00 | 0.27 | 0.18 | 0.07 |
Data as of 06/03/2026, Common starting date is 12/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPICX (INVESCO S&P 500 INDEX FUND CLASS C) |
-17.31%
Mar 2000 – Mar 2003 |
-7.75%
Feb 2004 – Feb 2009 |
-4.71%
Feb 1999 – Feb 2009 |
2.48%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPICX (INVESCO S&P 500 INDEX FUND CLASS C) |
24.30%
Feb 2009 – Feb 2012 |
21.64%
Feb 2009 – Feb 2014 |
15.26%
Feb 2009 – Feb 2019 |
14.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart