Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPISX (Invesco S&P 500 Index Fund Cl R6) | 11.27% | 28.38% | 22.48% | 13.80% | 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 |
|---|---|---|
| SPISX (Invesco S&P 500 Index 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 (%) | 0.31 | 28.38 | 22.48 | 13.80 | NA | NA | NA | … | … | 11.27 | 17.64 | 24.78 | 26.05 | -18.27 | 28.40 | 18.17 | 31.86 | -4.67 | 15.09 |
| Sharpe Ratio | NA | 2.27 | 1.34 | 0.68 | NA | NA | NA | … | … | 2.00 | 0.80 | 1.67 | 1.73 | -0.82 | 2.17 | 0.52 | 2.42 | -0.36 | 3.02 |
| Standard Deviation(%) | NA | 11.87 | 14.80 | 16.88 | NA | NA | NA | … | … | 13.51 | 18.62 | 12.69 | 13.09 | 24.20 | 13.08 | 34.64 | 12.53 | 17.11 | 6.70 |
| Draw Down(%) | NA | 8.91 | 18.79 | 24.61 | NA | NA | NA | … | … | 8.91 | 18.79 | 8.47 | 9.99 | 24.61 | 5.15 | 33.83 | 6.65 | 19.42 | 2.09 |
| Yield(%) | 0.00 | 1.26 | 1.69 | 1.70 | 2.58 | 1.72 | 1.29 | … | … | 0.00 | 1.28 | 1.68 | 1.64 | 0.94 | 2.74 | 1.72 | 3.33 | 2.62 | 1.77 |
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 |
|---|---|---|---|---|
| SPISX (Invesco S&P 500 Index Fund Cl R6) |
7.43%
Dec 2019 – Dec 2022 |
9.09%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPISX (Invesco S&P 500 Index Fund Cl R6) |
26.01%
Dec 2018 – Dec 2021 |
18.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart