Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPIDX (INVESCO S&P 500 INDEX FUND CLASS Y) | 8.30% | 25.54% | 21.28% | 12.85% | 14.79% | 14.00% | 10.96% | … | … |
Data as of 06/05/2026, Common starting date is 12/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPIDX (INVESCO S&P 500 INDEX FUND CLASS Y) | 12/15/1997 | 06/05/2026 |
| 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 (%) | -2.55 | 25.54 | 21.28 | 12.85 | 14.79 | 14.00 | 10.96 | … | … | 8.30 | 17.54 | 24.65 | 25.95 | -18.37 | 26.88 | 17.92 | 31.11 | -4.70 | 21.45 | 11.57 | 1.08 | 13.28 | 31.93 | 15.68 | 1.78 | 14.79 | 26.37 | -36.95 | 5.25 | 15.36 | 4.49 | 10.80 | 28.04 | -22.45 | -12.32 | -9.44 | 20.25 | 28.18 | 0.79 |
| Sharpe Ratio | NA | 2.26 | 1.33 | 0.65 | 0.75 | NA | NA | … | … | 1.99 | 0.79 | 1.66 | 1.72 | -0.82 | 2.03 | 0.51 | 2.37 | -0.36 | 3.10 | 0.87 | 0.07 | 1.17 | 2.89 | 1.23 | 0.07 | 0.81 | 0.96 | -0.92 | 0.13 | 1.17 | 0.22 | 0.88 | 1.61 | -0.90 | -0.69 | -0.62 | 0.93 | 1.22 | 0.89 |
| Standard Deviation(%) | NA | 11.87 | 14.80 | 16.90 | 18.11 | NA | NA | … | … | 13.52 | 18.62 | 12.67 | 13.09 | 24.21 | 13.23 | 34.65 | 12.49 | 17.09 | 6.75 | 13.13 | 15.48 | 11.38 | 11.04 | 12.79 | 23.48 | 18.12 | 27.24 | 41.20 | 15.98 | 10.28 | 10.34 | 11.11 | 17.02 | 26.24 | 21.67 | 22.03 | 18.07 | 20.27 | 17.85 |
| Draw Down(%) | NA | 8.93 | 18.81 | 24.66 | 33.84 | NA | NA | … | … | 8.93 | 18.81 | 8.45 | 10.01 | 24.66 | 5.15 | 33.84 | 6.62 | 19.44 | 2.63 | 10.32 | 12.09 | 7.35 | 5.61 | 9.65 | 18.86 | 15.65 | 27.25 | 47.77 | 9.88 | 7.46 | 7.04 | 7.59 | 13.91 | 33.12 | 29.36 | 16.04 | 11.90 | 19.18 | 3.61 |
| Yield(%) | 0.00 | 1.23 | 1.61 | 1.39 | 2.60 | 3.62 | 3.21 | … | … | 0.00 | 1.25 | 1.58 | 1.54 | 0.91 | 1.25 | 1.47 | 2.71 | 2.59 | 1.77 | 1.66 | 1.73 | 1.56 | 2.03 | 2.41 | 2.12 | 1.40 | 2.60 | 1.71 | 1.89 | 1.83 | 1.64 | 2.03 | 1.32 | 0.69 | 0.00 | 0.00 | 0.27 | 0.91 | 0.30 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SPIDX (INVESCO S&P 500 INDEX FUND CLASS Y) |
-16.47%
Mar 2000 – Mar 2003 |
-6.83%
Feb 2004 – Feb 2009 |
-3.76%
Feb 1999 – Feb 2009 |
3.46%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPIDX (INVESCO S&P 500 INDEX FUND CLASS Y) |
25.32%
Feb 2009 – Feb 2012 |
22.70%
Feb 2009 – Feb 2014 |
16.34%
Feb 2009 – Feb 2019 |
15.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart