Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRAX (INVESCO MID CAP GROWTH FUND CLASS A) | NA | 5.25% | 9.57% | 6.04% | 9.92% | 9.38% | 5.90% | … | … |
Data as of 04/17/2020, Common starting date is 12/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRAX (INVESCO MID CAP GROWTH FUND CLASS A) | 12/29/1995 | 04/17/2020 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.76 | 5.25 | 9.57 | 6.04 | 9.92 | 9.38 | 5.90 | … | … | -6.57 | 7.99 | -17.11 | 12.35 | -2.15 | -6.40 | -2.00 | 33.65 | 11.77 | -15.76 | 27.34 | 59.30 | -48.99 | 10.70 | 3.59 | 14.36 | 21.03 | 27.52 | -25.09 | -19.79 | -26.32 | 42.10 | 19.84 | 20.37 | 55.36 | 0.00 |
| Sharpe Ratio | NA | -0.97 | -0.93 | -1.14 | -0.82 | NA | NA | … | … | -0.70 | -0.58 | -1.57 | -0.56 | -2.11 | -1.27 | -1.04 | 1.10 | -0.41 | -1.13 | 0.42 | 1.32 | -1.45 | -0.54 | -1.14 | -0.50 | 0.10 | 0.48 | -1.81 | -1.53 | -1.83 | 2.57 | 2.10 | -1.24 | 2.78 | NA |
| Standard Deviation(%) | NA | 39.24 | 27.96 | 24.42 | 22.83 | NA | NA | … | … | 56.10 | 26.48 | 24.69 | 12.28 | 17.13 | 19.67 | 19.77 | 13.77 | 16.72 | 30.43 | 20.99 | 30.73 | 47.01 | 21.10 | 16.46 | 13.31 | 14.00 | 17.26 | 24.84 | 27.31 | 51.90 | 26.15 | 25.34 | 21.23 | 20.45 | 0.00 |
| Draw Down(%) | NA | 42.60 | 44.65 | 44.65 | 44.65 | NA | NA | … | … | 35.39 | 20.85 | 32.74 | 9.17 | 18.98 | 17.94 | 14.50 | 7.00 | 13.49 | 28.95 | 13.38 | 20.82 | 59.39 | 18.36 | 16.17 | 8.33 | 11.54 | 11.36 | 32.59 | 37.48 | 50.11 | 13.50 | 37.49 | 19.19 | 19.92 | 0.00 |
| Yield(%) | 0.00 | 21.51 | 14.41 | 9.79 | 10.31 | 10.21 | 5.86 | … | … | 0.00 | 25.76 | 11.56 | 9.66 | 2.73 | 7.49 | 9.68 | 3.13 | 0.00 | 6.71 | 0.00 | 0.00 | 0.57 | 11.78 | 5.43 | 3.34 | 0.00 | 0.44 | 0.51 | 0.15 | 23.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2020, Common starting date is 12/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRAX (INVESCO MID CAP GROWTH FUND CLASS A) |
-23.50%
Feb 2000 – Feb 2003 |
-6.66%
Feb 2000 – Feb 2005 |
-1.04%
Aug 2000 – Aug 2010 |
3.59%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRAX (INVESCO MID CAP GROWTH FUND CLASS A) |
37.46%
Mar 1997 – Mar 2000 |
27.04%
Feb 2009 – Feb 2014 |
16.44%
Feb 2009 – Feb 2019 |
11.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart