Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGRCX (INVESCO MID CAP GROWTH FUND CLASS C) | NA | 4.45% | 8.34% | 5.02% | 9.00% | 8.50% | 5.01% | 9.31% |
Data as of 04/17/2020, AR inception 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 | 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 | 9.31 | -6.79 | -3.70 | -21.53 | 8.60 | -3.56 | -8.97 | -4.75 | 32.01 | 10.96 | -17.47 | 26.40 | 58.11 | -49.45 | 8.60 | 2.26 | 13.16 | 20.13 | 26.52 | -25.59 | -20.37 | -27.79 | 40.48 | 18.83 | 19.35 | 55.36 | 0.00 |
| Sharpe Ratio | NA | -1.03 | -1.00 | -1.17 | -0.89 | NA | NA | -0.53 | -0.71 | -0.75 | -1.53 | -0.75 | -2.19 | -1.32 | -1.10 | 0.97 | -0.46 | -1.17 | 0.37 | 1.29 | -1.47 | -0.62 | -1.21 | -0.59 | 0.04 | 0.42 | -1.83 | -1.55 | -1.82 | 2.49 | 2.06 | -1.28 | 2.78 | NA |
| Standard Deviation(%) | NA | 46.01 | 32.45 | 27.72 | 24.79 | NA | NA | 26.57 | 56.10 | 35.77 | 28.20 | 14.27 | 17.16 | 20.79 | 21.06 | 13.87 | 16.71 | 30.71 | 20.99 | 30.67 | 46.97 | 21.73 | 16.65 | 13.39 | 13.96 | 17.19 | 24.81 | 27.32 | 52.85 | 26.30 | 25.35 | 21.26 | 20.45 | 0.00 |
| Draw Down(%) | NA | 48.54 | 53.12 | 53.99 | 55.01 | NA | NA | 75.81 | 35.43 | 28.92 | 36.07 | 11.59 | 19.04 | 19.85 | 16.36 | 7.04 | 13.64 | 29.29 | 13.50 | 20.92 | 59.65 | 19.39 | 16.31 | 8.38 | 11.70 | 11.45 | 33.02 | 37.79 | 51.01 | 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 | 16.00 | 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, AR inception 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