Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRCX (INVESCO MID CAP GROWTH FUND CLASS C) | NA | 4.45% | 8.34% | 5.02% | 9.00% | 8.50% | 5.01% | … | … |
Data as of 04/17/2020, Common starting date is 12/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRCX (INVESCO MID CAP GROWTH FUND CLASS C) | 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 (%) | 6.75 | 4.45 | 8.34 | 5.02 | 9.00 | 8.50 | 5.01 | … | … | -6.79 | 33.11 | -9.06 | 21.33 | -0.23 | 0.46 | 7.19 | 35.99 | 10.96 | -9.78 | 26.48 | 58.11 | -48.79 | 21.50 | 8.18 | 16.67 | 20.13 | 26.52 | -25.59 | -20.22 | -3.55 | 40.48 | 18.83 | 19.35 | 55.36 | 0.00 |
| Sharpe Ratio | NA | 0.10 | 0.26 | 0.18 | 0.39 | NA | NA | … | … | -0.39 | 2.07 | -0.33 | 2.38 | -0.03 | 0.03 | 0.44 | 2.65 | 0.66 | -0.33 | 1.26 | 1.89 | -1.06 | 1.00 | 0.31 | 1.11 | 1.37 | 1.50 | -1.08 | -0.84 | -0.18 | 1.41 | 0.61 | 0.73 | 2.50 | NA |
| Standard Deviation(%) | NA | 32.83 | 27.16 | 23.44 | 21.95 | NA | NA | … | … | 56.10 | 15.31 | 31.88 | 8.73 | 16.93 | 17.04 | 16.43 | 13.58 | 16.71 | 29.97 | 20.98 | 30.67 | 46.84 | 18.39 | 15.58 | 12.94 | 13.96 | 17.19 | 24.81 | 27.32 | 44.10 | 26.30 | 25.35 | 21.26 | 20.45 | 0.00 |
| Draw Down(%) | NA | 35.43 | 35.43 | 35.43 | 35.43 | NA | NA | … | … | 35.43 | 7.21 | 25.91 | 3.56 | 19.04 | 15.67 | 13.01 | 7.04 | 13.64 | 29.19 | 13.50 | 20.92 | 59.65 | 10.77 | 16.31 | 8.38 | 11.70 | 11.45 | 33.02 | 37.79 | 34.57 | 13.78 | 37.60 | 19.32 | 19.92 | 0.00 |
| Yield(%) | 0.00 | 30.40 | 18.64 | 12.14 | 11.86 | 11.07 | 6.02 | … | … | 0.00 | 36.34 | 15.43 | 12.46 | 3.47 | 9.27 | 11.64 | 3.72 | 0.00 | 7.75 | 0.07 | 0.00 | 0.64 | 13.03 | 5.93 | 3.61 | 0.00 | 0.00 | 0.00 | 0.16 | 23.83 | 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 |
|---|---|---|---|---|
| VGRCX (INVESCO MID CAP GROWTH FUND CLASS C) |
-24.33%
Feb 2000 – Feb 2003 |
-7.54%
Feb 2000 – Feb 2005 |
-1.87%
Aug 2000 – Aug 2010 |
2.76%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRCX (INVESCO MID CAP GROWTH FUND CLASS C) |
36.20%
Mar 1997 – Mar 2000 |
26.12%
Feb 2009 – Feb 2014 |
15.46%
Feb 2009 – Feb 2019 |
10.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart