Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/23/2021.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) | 7.26% | NA | 25.18% | 4.72% | 10.50% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) | 05/24/2011 | 04/23/2021 |
The return data shown below all have the same latest date: 04/23/2021.
AR inception is since 05/24/2011.
AR inception is since 05/24/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.80 | 25.18 | 4.72 | 10.50 | NA | NA | NA | 7.26 | -8.88 | 30.57 | 21.19 | -21.73 | 47.36 | -0.08 | 5.44 | -1.29 | 12.49 | 15.04 | -16.02 |
| Sharpe Ratio | NA | 0.96 | 0.16 | 0.49 | NA | NA | NA | 0.34 | -0.72 | 1.13 | 1.40 | -1.10 | 5.78 | -0.02 | 0.36 | -0.13 | 0.97 | 1.08 | -0.87 |
| Standard Deviation(%) | NA | 26.23 | 23.48 | 19.59 | NA | NA | NA | 17.93 | 36.25 | 26.61 | 14.17 | 20.89 | 8.12 | 13.78 | 15.15 | 9.73 | 12.84 | 14.02 | 28.59 |
| Draw Down(%) | NA | 25.23 | 25.23 | 28.85 | NA | NA | NA | 28.85 | 25.23 | 22.91 | 12.53 | 28.85 | 5.12 | 11.80 | 14.57 | 9.62 | 13.15 | 15.00 | 24.92 |
| Yield(%) | 0.00 | 1.87 | 4.89 | 4.31 | 2.84 | 1.89 | 1.42 | 3.16 | 0.00 | 1.75 | 9.18 | 6.27 | 0.00 | 0.62 | 0.00 | 0.54 | 2.11 | 0.81 | 1.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) |
1.00%
Feb 2013 - Feb 2016 |
2.83%
Jun 2011 - Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) |
16.52%
Jan 2015 - Jan 2018 |
16.89%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart