Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VESCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R5) | NA | -0.29% | 7.96% | 6.28% | NA | NA | NA | … | … |
Data as of 05/15/2020, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VESCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R5) | 09/25/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | -0.29 | 7.96 | 6.28 | NA | NA | NA | … | … | -15.17 | 56.68 | -4.95 | 24.77 | 3.96 | -0.28 | 3.58 | 37.80 | 1.54 |
| Sharpe Ratio | NA | 0.16 | 0.30 | 0.26 | NA | NA | NA | … | … | -0.64 | 1.27 | -0.32 | 2.23 | 0.20 | -0.02 | 0.21 | 2.69 | 0.45 |
| Standard Deviation(%) | NA | 54.37 | 34.35 | 28.83 | NA | NA | NA | … | … | 56.83 | 43.45 | 19.58 | 10.88 | 18.48 | 17.78 | 17.37 | 14.04 | 13.41 |
| Draw Down(%) | NA | 42.74 | 42.74 | 42.74 | NA | NA | NA | … | … | 37.10 | 15.04 | 27.56 | 5.23 | 19.32 | 18.31 | 16.03 | 5.89 | 6.24 |
| Yield(%) | 4.61 | 20.43 | 15.64 | 11.33 | 10.17 | 6.78 | 5.09 | … | … | 4.33 | 20.07 | 14.24 | 15.89 | 1.90 | 13.44 | 14.45 | 17.84 | 9.96 |
Data as of 05/15/2020, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R5) |
1.50%
Oct 2013 – Oct 2016 |
2.72%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VESCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R5) |
18.60%
Feb 2016 – Feb 2019 |
13.24%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart