Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVOBX (INVESCO VALUE OPPORTUNITIES FUND CLASS B) | NA | 22.20% | 11.30% | 12.51% | 7.02% | 8.72% | NA | … | … |
Data as of 01/26/2018, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VVOBX (INVESCO VALUE OPPORTUNITIES FUND CLASS B) | 12/13/2001 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 22.20 | 11.30 | 12.51 | 7.02 | 8.72 | NA | … | … | 8.96 | 17.18 | 17.96 | -10.44 | 6.63 | 32.50 | 17.74 | -3.64 | 12.39 | 29.24 | -40.74 | -6.00 | 14.24 | 6.14 | 16.40 | 36.04 | -17.19 | 2.74 |
| Sharpe Ratio | NA | 1.87 | 0.61 | 0.78 | 0.32 | NA | NA | … | … | 26.11 | 1.40 | 0.77 | -0.58 | 0.57 | 2.93 | 1.32 | -0.15 | 0.72 | 1.06 | -0.99 | -0.58 | 1.17 | 0.25 | 1.56 | 2.21 | -0.71 | 12.59 |
| Standard Deviation(%) | NA | 11.53 | 17.99 | 15.79 | 21.99 | NA | NA | … | … | 8.87 | 11.89 | 22.88 | 18.00 | 11.61 | 11.09 | 13.55 | 25.01 | 17.11 | 27.51 | 41.84 | 15.51 | 9.36 | 15.62 | 9.92 | 15.97 | 25.73 | 6.72 |
| Draw Down(%) | NA | 8.00 | 28.85 | 28.85 | 55.35 | NA | NA | … | … | 0.85 | 8.00 | 17.13 | 17.52 | 9.13 | 5.62 | 10.95 | 23.41 | 14.36 | 27.55 | 52.35 | 15.08 | 7.53 | 8.46 | 7.09 | 14.04 | 39.41 | 0.97 |
| Yield(%) | 0.00 | 5.55 | 6.40 | 5.59 | 3.13 | 5.69 | 3.49 | … | … | 0.00 | 5.73 | 1.50 | 12.48 | 1.84 | 1.31 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 8.42 | 7.14 | 8.68 | 1.78 | 0.00 | 0.50 | 0.24 |
Data as of 01/26/2018, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOBX (INVESCO VALUE OPPORTUNITIES FUND CLASS B) |
-20.62%
Feb 2006 – Feb 2009 |
-9.77%
Feb 2004 – Feb 2009 |
1.55%
Jan 2006 – Jan 2016 |
5.16%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VVOBX (INVESCO VALUE OPPORTUNITIES FUND CLASS B) |
24.30%
Feb 2009 – Feb 2012 |
21.95%
Feb 2009 – Feb 2014 |
7.41%
Mar 2003 – Mar 2013 |
8.31%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart