Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XVTAX (Invesco Dynamic Credit Opportunities) | NA | -15.07% | -7.39% | -3.25% | 0.37% | NA | NA | … | … |
Data as of 10/29/2021, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVTAX (Invesco Dynamic Credit Opportunities) | 07/17/2007 | 10/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | -15.07 | -7.39 | -3.25 | 0.37 | NA | NA | … | … | -22.44 | -0.13 | 8.87 | -2.41 | 0.90 | 8.84 | -7.52 | 2.57 | 12.29 | 9.62 | -8.71 | 4.51 | 51.83 | -54.38 | -5.78 |
| Sharpe Ratio | NA | -0.45 | -0.38 | -0.24 | -0.01 | NA | NA | … | … | -0.69 | -0.03 | 2.72 | -1.34 | 0.12 | 2.31 | -2.24 | 1.07 | 6.81 | 2.95 | -1.76 | 1.06 | 6.79 | -4.59 | -3.67 |
| Standard Deviation(%) | NA | 34.96 | 21.49 | 16.71 | 12.02 | NA | NA | … | … | 38.32 | 12.72 | 2.74 | 2.78 | 2.38 | 3.74 | 3.36 | 2.39 | 1.80 | 3.27 | 4.95 | 4.16 | 7.62 | 12.01 | 4.01 |
| Draw Down(%) | NA | 29.28 | 29.56 | 29.56 | 29.56 | NA | NA | … | … | 29.28 | 29.56 | 1.76 | 7.68 | 3.08 | 6.03 | 11.82 | 4.88 | 2.19 | 3.40 | 14.08 | 6.05 | 8.17 | 55.10 | 5.78 |
| Yield(%) | 0.00 | 5.26 | 5.03 | 4.17 | 3.72 | 1.58 | 1.18 | … | … | 3.96 | 6.17 | 5.25 | 4.69 | 1.64 | 0.00 | 0.57 | 6.56 | 6.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/29/2021, Common starting date is 07/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVTAX (Invesco Dynamic Credit Opportunities) |
-12.61%
Aug 2007 – Aug 2010 |
-7.50%
Aug 2007 – Aug 2012 |
-2.29%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVTAX (Invesco Dynamic Credit Opportunities) |
15.82%
Mar 2009 – Mar 2012 |
13.32%
Mar 2009 – Mar 2014 |
6.82%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart