Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGRAX (INVESCO PACIFIC GROWTH FUND CLASS A) | NA | 24.23% | 4.26% | 10.07% | 5.65% | 5.17% | 6.84% | … | … |
Data as of 04/23/2021, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGRAX (INVESCO PACIFIC GROWTH FUND CLASS A) | 12/22/1997 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -13.25 | 24.23 | 4.26 | 10.07 | 5.65 | 5.17 | 6.84 | … | … | -9.42 | 30.23 | 20.81 | -21.93 | 46.88 | -0.44 | 4.99 | -1.66 | 12.08 | 14.53 | -18.63 | 15.93 | 35.87 | -42.01 | 25.13 | 22.24 | 18.68 | 18.47 | 42.97 | -9.01 | -20.28 | -30.52 | 69.66 | -9.85 | 2.58 |
| Sharpe Ratio | NA | 0.91 | 0.14 | 0.47 | 0.29 | NA | NA | … | … | -0.75 | 1.12 | 1.37 | -1.12 | 5.73 | -0.05 | 0.33 | -0.17 | 0.94 | 1.04 | -0.76 | 0.86 | 1.50 | -1.11 | 1.12 | 1.16 | 1.47 | 0.99 | 2.43 | -0.53 | -1.08 | -1.73 | 4.42 | -0.49 | 18.64 |
| Standard Deviation(%) | NA | 26.53 | 23.52 | 19.62 | 17.92 | NA | NA | … | … | 36.92 | 26.60 | 14.16 | 20.70 | 8.11 | 13.83 | 15.18 | 9.74 | 12.83 | 14.05 | 24.42 | 18.53 | 23.88 | 38.48 | 19.87 | 16.33 | 11.20 | 17.70 | 17.43 | 18.96 | 21.27 | 20.03 | 15.02 | 26.99 | 10.08 |
| Draw Down(%) | NA | 25.64 | 25.64 | 29.04 | 29.04 | NA | NA | … | … | 25.64 | 22.95 | 12.57 | 29.04 | 5.11 | 11.87 | 14.67 | 9.73 | 13.21 | 15.08 | 25.13 | 15.85 | 23.17 | 52.81 | 13.42 | 18.69 | 8.58 | 19.15 | 11.66 | 26.72 | 33.97 | 33.61 | 8.68 | 37.74 | 0.70 |
| Yield(%) | 0.00 | 1.76 | 4.84 | 4.18 | 2.50 | 2.17 | 2.92 | … | … | 0.00 | 1.65 | 9.37 | 6.06 | 0.00 | 0.22 | 0.00 | 0.12 | 1.73 | 0.35 | 1.47 | 1.07 | 0.32 | 0.51 | 0.42 | 0.18 | 0.00 | 0.00 | 0.95 | 0.00 | 1.76 | 0.00 | 1.22 | 0.00 | 2.28 |
Data as of 04/23/2021, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGRAX (INVESCO PACIFIC GROWTH FUND CLASS A) |
-22.26%
Mar 2000 – Mar 2003 |
-6.64%
Mar 1998 – Mar 2003 |
1.81%
Jun 2000 – Jun 2010 |
2.53%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGRAX (INVESCO PACIFIC GROWTH FUND CLASS A) |
34.07%
Apr 2003 – Apr 2006 |
27.98%
Oct 2002 – Oct 2007 |
11.59%
Apr 2003 – Apr 2013 |
10.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart