Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGRDX (INVESCO PACIFIC GROWTH FUND CLASS Y) | NA | 25.07% | 4.65% | 10.43% | 5.96% | 5.46% | 7.06% | … | … |
Data as of 04/23/2021, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGRDX (INVESCO PACIFIC GROWTH FUND CLASS Y) | 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 (%) | -12.83 | 25.07 | 4.65 | 10.43 | 5.96 | 5.46 | 7.06 | … | … | -8.95 | 30.55 | 21.14 | -21.79 | 47.24 | -0.16 | 5.27 | -1.46 | 12.33 | 14.82 | -18.38 | 16.09 | 36.31 | -41.87 | 25.44 | 22.51 | 19.03 | 18.73 | 41.44 | -8.75 | -19.91 | -30.32 | 70.04 | -9.68 | 2.56 |
| Sharpe Ratio | NA | 0.95 | 0.16 | 0.49 | 0.31 | NA | NA | … | … | -0.73 | 1.14 | 1.39 | -1.11 | 5.79 | -0.03 | 0.35 | -0.15 | 0.96 | 1.06 | -0.75 | 0.86 | 1.52 | -1.11 | 1.13 | 1.18 | 1.51 | 1.00 | 2.34 | -0.52 | -1.06 | -1.71 | 4.43 | -0.48 | 18.47 |
| Standard Deviation(%) | NA | 26.25 | 23.45 | 19.57 | 17.89 | NA | NA | … | … | 36.32 | 26.56 | 14.17 | 20.84 | 8.09 | 13.85 | 15.16 | 9.73 | 12.79 | 14.04 | 24.42 | 18.56 | 23.86 | 38.48 | 19.87 | 16.30 | 11.19 | 17.70 | 17.38 | 18.86 | 21.30 | 20.08 | 15.08 | 26.98 | 10.06 |
| Draw Down(%) | NA | 25.27 | 25.27 | 28.91 | 28.91 | NA | NA | … | … | 25.27 | 22.90 | 12.52 | 28.91 | 5.10 | 11.82 | 14.61 | 9.66 | 13.15 | 15.00 | 25.02 | 15.80 | 23.09 | 52.74 | 13.38 | 18.67 | 8.49 | 19.19 | 12.40 | 26.68 | 33.79 | 33.44 | 8.66 | 37.71 | 0.70 |
| Yield(%) | 0.00 | 1.86 | 4.87 | 4.26 | 2.64 | 2.36 | 3.16 | … | … | 0.00 | 1.74 | 9.19 | 6.20 | 0.00 | 0.50 | 0.00 | 0.38 | 1.97 | 0.61 | 1.70 | 1.18 | 0.59 | 0.73 | 0.68 | 0.45 | 0.00 | 0.01 | 0.00 | 0.00 | 2.13 | 0.00 | 1.42 | 0.00 | 2.35 |
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 |
|---|---|---|---|---|
| TGRDX (INVESCO PACIFIC GROWTH FUND CLASS Y) |
-22.25%
Mar 2000 – Mar 2003 |
-6.55%
Mar 1998 – Mar 2003 |
1.96%
Jun 2000 – Jun 2010 |
2.71%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGRDX (INVESCO PACIFIC GROWTH FUND CLASS Y) |
34.25%
Apr 2003 – Apr 2006 |
27.94%
Oct 2002 – Oct 2007 |
11.83%
Apr 2003 – Apr 2013 |
11.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart