Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS C) | NA | -1.36% | 5.08% | 4.06% | 8.87% | 7.71% | NA | … | … |
Data as of 05/15/2020, Common starting date is 11/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS C) | 11/30/2000 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | -1.36 | 5.08 | 4.06 | 8.87 | 7.71 | NA | … | … | -6.78 | 27.61 | -10.43 | 23.38 | 2.68 | -1.50 | 2.40 | 36.22 | 15.92 | -3.95 | 22.90 | 16.64 | -36.22 | 20.35 | 11.95 | 11.99 | 20.92 | 37.89 | -27.26 | -39.42 | 7.58 |
| Sharpe Ratio | NA | -0.07 | 0.12 | 0.12 | 0.35 | NA | NA | … | … | -0.32 | 1.60 | -0.30 | 2.10 | 0.13 | -0.09 | 0.14 | 2.57 | 0.93 | -0.13 | 1.10 | 0.65 | -1.04 | 0.91 | 0.47 | 0.60 | 1.12 | 1.93 | -1.22 | -1.49 | 4.22 |
| Standard Deviation(%) | NA | 35.86 | 31.56 | 26.84 | 23.81 | NA | NA | … | … | 55.65 | 16.34 | 38.88 | 10.85 | 18.50 | 17.76 | 17.40 | 14.09 | 17.12 | 30.06 | 20.81 | 25.34 | 35.81 | 19.09 | 18.17 | 16.15 | 17.85 | 19.26 | 23.25 | 28.37 | 34.82 |
| Draw Down(%) | NA | 37.11 | 37.11 | 37.11 | 37.11 | NA | NA | … | … | 37.11 | 11.38 | 31.10 | 5.26 | 19.52 | 18.63 | 16.56 | 5.98 | 13.81 | 28.75 | 16.41 | 21.29 | 48.53 | 10.25 | 18.85 | 10.04 | 13.67 | 10.77 | 33.18 | 50.74 | 7.92 |
| Yield(%) | 8.21 | 32.12 | 21.05 | 14.20 | 13.91 | 11.99 | 6.65 | … | … | 7.69 | 31.43 | 20.37 | 21.31 | 2.50 | 16.78 | 17.22 | 20.44 | 12.74 | 10.57 | 0.00 | 0.00 | 0.00 | 7.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2020, Common starting date is 11/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS C) |
-15.30%
Dec 2000 – Dec 2003 |
-3.83%
Dec 2000 – Dec 2005 |
0.14%
Dec 2000 – Dec 2010 |
2.97%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS C) |
30.69%
Mar 2003 – Mar 2006 |
21.37%
Feb 2009 – Feb 2014 |
13.26%
Feb 2009 – Feb 2019 |
10.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart