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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VBSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS B) NA 26.50% 10.24% 12.50% 8.39% 11.69% NA 6.00%
Data as of 01/26/2018, AR inception is 02/06/2001
More Performance Analytics Comparison
Name Start Date End Date
VBSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS B) 02/06/2001 01/26/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 1.74 26.50 10.24 12.50 8.39 11.69 NA 6.00 6.32 24.12 3.49 -0.64 3.12 37.21 16.68 -3.21 23.72 17.18 -36.19 20.33 11.94 11.98 21.07 37.89 -27.26 -30.90
Sharpe Ratio NA 2.39 0.63 0.77 0.38 NA NA 0.22 14.70 2.15 0.18 -0.04 0.18 2.64 0.98 -0.11 1.14 0.67 -1.03 0.91 0.48 0.61 1.12 1.94 -1.22 -1.32
Standard Deviation(%) NA 10.79 15.86 15.98 21.95 NA NA 21.33 9.17 10.96 18.51 17.78 17.40 14.10 17.04 30.20 20.74 25.41 35.87 19.03 18.21 16.09 17.91 19.18 23.20 27.49
Draw Down(%) NA 5.18 30.07 30.07 46.40 NA NA 53.54 1.17 5.18 19.41 18.50 16.29 5.97 13.58 28.66 16.27 21.40 48.57 10.25 18.84 10.15 13.67 10.77 33.03 43.81
Yield(%) 0.00 18.61 11.17 13.70 8.96 14.23 5.16 6.45 0.00 19.32 2.29 15.69 16.41 19.78 12.47 10.44 0.00 0.00 0.00 7.44 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/26/2018, AR inception is 02/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VBSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS B) -12.59%
Mar 2006 - Mar 2009
-1.26%
Feb 2004 - Feb 2009
4.58%
Jun 2001 - Jun 2011
5.03%
Apr 2001 - Apr 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VBSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS B) 30.73%
Mar 2003 - Mar 2006
22.19%
Feb 2009 - Feb 2014
11.59%
Mar 2003 - Mar 2013
10.95%
Dec 2002 - Dec 2017
Annualized Rolling Returns Comparison Chart