Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRBX (INVESCO MID CAP GROWTH FUND CLASS B) | NA | 24.93% | 9.65% | 13.03% | 8.75% | 11.34% | 8.10% | … | … |
Data as of 01/26/2018, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRBX (INVESCO MID CAP GROWTH FUND CLASS B) | 12/27/1995 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.02 | 24.93 | 9.65 | 13.03 | 8.75 | 11.34 | 8.10 | … | … | 7.31 | 10.42 | -2.63 | -7.73 | -3.52 | 33.13 | 11.90 | -16.69 | 26.97 | 58.92 | -49.26 | 8.69 | 2.26 | 13.16 | 20.13 | 26.52 | -25.63 | -20.40 | -27.82 | 40.59 | 18.89 | 19.35 | 55.36 | 0.80 |
| Sharpe Ratio | NA | -0.47 | -1.29 | -0.96 | -0.65 | NA | NA | … | … | 21.95 | -0.65 | -2.14 | -1.28 | -1.06 | 1.06 | -0.40 | -1.15 | 0.40 | 1.31 | -1.46 | -0.62 | -1.21 | -0.59 | 0.04 | 0.42 | -1.83 | -1.55 | -1.83 | 2.49 | 2.06 | -1.28 | 2.78 | -7,175.46 |
| Standard Deviation(%) | NA | 13.49 | 17.06 | 17.37 | 25.08 | NA | NA | … | … | 7.64 | 13.53 | 17.13 | 20.47 | 20.69 | 13.84 | 16.72 | 30.65 | 21.03 | 30.69 | 46.99 | 21.71 | 16.68 | 13.38 | 14.04 | 17.23 | 24.81 | 27.34 | 52.57 | 26.29 | 25.33 | 21.27 | 20.47 | 6.70 |
| Draw Down(%) | NA | 10.73 | 33.01 | 33.82 | 59.28 | NA | NA | … | … | 0.80 | 10.73 | 18.95 | 19.10 | 15.81 | 6.98 | 13.48 | 28.98 | 13.48 | 20.89 | 59.52 | 19.35 | 16.35 | 8.38 | 11.75 | 11.45 | 33.00 | 37.80 | 51.04 | 13.79 | 37.60 | 19.32 | 19.92 | 0.00 |
| Yield(%) | 0.00 | 11.10 | 7.31 | 8.77 | 5.93 | 9.67 | 7.20 | … | … | 0.00 | 11.54 | 3.24 | 8.79 | 11.17 | 3.60 | 0.00 | 7.64 | 0.00 | 0.00 | 0.64 | 13.03 | 5.93 | 3.61 | 0.00 | 0.00 | 0.00 | 0.16 | 23.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/26/2018, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRBX (INVESCO MID CAP GROWTH FUND CLASS B) |
-24.37%
Feb 2000 – Feb 2003 |
-7.57%
Feb 2000 – Feb 2005 |
-1.76%
Aug 2000 – Aug 2010 |
3.09%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRBX (INVESCO MID CAP GROWTH FUND CLASS B) |
36.26%
Mar 1997 – Mar 2000 |
26.95%
Feb 2009 – Feb 2014 |
12.39%
Jan 1996 – Jan 2006 |
10.58%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart