Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRRX (INVESCO MID CAP GROWTH FUND CLASS R) | NA | 4.99% | 9.26% | 5.75% | 9.64% | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 07/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRRX (INVESCO MID CAP GROWTH FUND CLASS R) | 07/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.76 | 4.99 | 9.26 | 5.75 | 9.64 | NA | NA | … | … | -6.63 | 6.64 | -17.70 | 11.78 | -2.44 | -6.80 | -2.41 | 33.29 | 11.47 | -15.99 | 27.01 | 58.98 | -39.91 |
| Sharpe Ratio | NA | -0.98 | -0.95 | -1.15 | -0.84 | NA | NA | … | … | -0.71 | -0.61 | -1.57 | -0.60 | -2.13 | -1.28 | -1.05 | 1.07 | -0.43 | -1.13 | 0.40 | 1.32 | -1.40 |
| Standard Deviation(%) | NA | 39.78 | 28.33 | 24.68 | 22.99 | NA | NA | … | … | 56.08 | 27.29 | 25.02 | 12.43 | 17.09 | 19.77 | 19.88 | 13.78 | 16.73 | 30.44 | 20.99 | 30.68 | 66.31 |
| Draw Down(%) | NA | 43.20 | 45.66 | 45.66 | 45.66 | NA | NA | … | … | 35.40 | 21.63 | 33.13 | 9.41 | 19.00 | 18.15 | 14.64 | 7.03 | 13.55 | 29.02 | 13.44 | 20.79 | 52.13 |
| Yield(%) | 0.00 | 22.35 | 14.80 | 9.98 | 10.36 | 7.07 | 5.30 | … | … | 0.00 | 26.76 | 11.92 | 9.91 | 2.79 | 7.63 | 9.81 | 3.17 | 0.00 | 6.75 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2020, Common starting date is 07/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRRX (INVESCO MID CAP GROWTH FUND CLASS R) |
2.90%
Dec 2013 – Dec 2016 |
3.40%
Mar 2015 – Mar 2020 |
8.53%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRRX (INVESCO MID CAP GROWTH FUND CLASS R) |
31.86%
Feb 2009 – Feb 2012 |
26.73%
Feb 2009 – Feb 2014 |
16.14%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart