Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VFSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R6) | NA | -0.30% | 8.03% | 6.34% | NA | NA | NA | 11.62% |
Data as of 05/15/2020, AR inception is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VFSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R6) | 09/25/2012 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | -0.30 | 8.03 | 6.34 | NA | NA | NA | 11.62 | -10.85 | 49.19 | -4.84 | 24.83 | 4.06 | -0.37 | 3.66 | 37.90 | 1.54 |
| Sharpe Ratio | NA | 0.17 | 0.32 | 0.28 | NA | NA | NA | 0.48 | -0.48 | 1.22 | -0.32 | 2.22 | 0.21 | -0.02 | 0.21 | 2.70 | 0.46 |
| Standard Deviation(%) | NA | 50.84 | 32.50 | 27.51 | NA | NA | NA | 24.05 | 56.37 | 39.21 | 19.58 | 10.96 | 18.44 | 17.76 | 17.35 | 14.00 | 13.23 |
| Draw Down(%) | NA | 42.63 | 42.63 | 42.63 | NA | NA | NA | 42.63 | 37.08 | 14.97 | 27.56 | 5.13 | 19.30 | 18.36 | 16.02 | 5.89 | 6.24 |
| Yield(%) | 4.58 | 20.33 | 15.61 | 11.32 | 10.17 | 6.78 | 5.09 | 14.53 | 4.31 | 19.98 | 14.20 | 15.87 | 1.90 | 13.42 | 14.44 | 17.84 | 9.96 |
Data as of 05/15/2020, AR inception is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VFSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R6) |
1.50%
Oct 2013 - Oct 2016 |
2.79%
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 |
|---|---|---|---|---|
| VFSCX (INVESCO SMALL CAP DISCOVERY FUND CLASS R6) |
18.71%
Feb 2016 - Feb 2019 |
13.28%
Nov 2012 - Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart