Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRFX (INVESCO MID CAP GROWTH FUND CLASS R6) | NA | 5.71% | 10.12% | 6.56% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 07/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRFX (INVESCO MID CAP GROWTH FUND CLASS R6) | 07/17/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.77 | 5.71 | 10.12 | 6.56 | NA | NA | NA | … | … | -6.45 | 10.32 | -16.04 | 13.37 | -1.56 | -5.68 | -1.27 | 12.34 |
| Sharpe Ratio | NA | -0.95 | -0.90 | -1.11 | NA | NA | NA | … | … | -0.70 | -0.51 | -1.56 | -0.49 | -2.08 | -1.24 | -1.01 | 0.67 |
| Standard Deviation(%) | NA | 38.32 | 27.33 | 23.96 | NA | NA | NA | … | … | 56.10 | 25.10 | 24.17 | 11.95 | 17.08 | 19.53 | 19.61 | 12.70 |
| Draw Down(%) | NA | 41.52 | 42.83 | 42.83 | NA | NA | NA | … | … | 35.37 | 19.45 | 32.11 | 8.74 | 18.93 | 17.49 | 14.21 | 3.80 |
| Yield(%) | 0.00 | 20.01 | 13.70 | 9.44 | 6.95 | 4.63 | 3.47 | … | … | 0.00 | 23.99 | 10.90 | 9.19 | 2.61 | 7.23 | 9.41 | 2.63 |
Data as of 04/17/2020, Common starting date is 07/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRFX (INVESCO MID CAP GROWTH FUND CLASS R6) |
3.62%
Dec 2013 – Dec 2016 |
4.19%
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 |
|---|---|---|---|---|
| VGRFX (INVESCO MID CAP GROWTH FUND CLASS R6) |
15.53%
Dec 2016 – Dec 2019 |
12.40%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart