Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VISCX (INVESCO SMALL CAP DISCOVERY FUND CLASS Y) | NA | -0.52% | 6.92% | 5.57% | 10.19% | NA | NA | 7.47% |
Data as of 05/15/2020, AR inception is 02/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VISCX (INVESCO SMALL CAP DISCOVERY FUND CLASS Y) | 02/28/2006 | 05/15/2020 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | -0.52 | 6.92 | 5.57 | 10.19 | NA | NA | 7.47 | -11.04 | 8.07 | -19.10 | 8.23 | 1.83 | -13.96 | -11.46 | 18.53 | 5.20 | -12.81 | 24.20 | 17.84 | -35.52 | 14.41 | 3.27 |
| Sharpe Ratio | NA | -1.07 | -1.02 | -1.14 | -0.91 | NA | NA | -0.88 | -0.73 | -0.64 | -1.44 | -0.62 | -1.74 | -1.34 | -1.24 | 0.00 | -0.67 | -1.01 | 0.27 | -0.03 | -1.53 | -0.38 | -1.19 |
| Standard Deviation(%) | NA | 40.36 | 30.61 | 27.20 | 25.37 | NA | NA | 25.47 | 56.68 | 23.90 | 28.16 | 17.71 | 18.49 | 24.26 | 24.14 | 20.39 | 20.13 | 31.07 | 20.81 | 25.17 | 35.95 | 20.05 | 18.86 |
| Draw Down(%) | NA | 44.94 | 52.12 | 52.12 | 56.78 | NA | NA | 56.78 | 37.15 | 19.03 | 38.29 | 14.25 | 19.44 | 26.07 | 20.50 | 16.02 | 14.18 | 28.60 | 16.23 | 21.23 | 48.11 | 13.98 | 18.63 |
| Yield(%) | 4.71 | 20.78 | 15.80 | 11.39 | 12.77 | 8.82 | 6.61 | 9.45 | 4.42 | 20.41 | 14.42 | 16.04 | 1.92 | 13.49 | 14.48 | 17.84 | 11.39 | 9.65 | 0.00 | 0.00 | 0.00 | 7.11 | 0.00 |
Data as of 05/15/2020, AR inception is 02/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISCX (INVESCO SMALL CAP DISCOVERY FUND CLASS Y) |
-11.74%
Mar 2006 - Mar 2009 |
-0.33%
Oct 2007 - Oct 2012 |
5.18%
Apr 2006 - Apr 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VISCX (INVESCO SMALL CAP DISCOVERY FUND CLASS Y) |
22.98%
Feb 2009 - Feb 2012 |
22.56%
Feb 2009 - Feb 2014 |
14.66%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart