Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) | 7.08% | 22.46% | 17.73% | 4.14% | 8.14% | 8.83% | 7.23% | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) | 12/07/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 22.46 | 17.73 | 4.14 | 8.14 | 8.83 | 7.23 | … | … | 7.08 | 15.83 | 16.44 | 13.08 | -14.43 | 7.25 | 0.45 | 25.57 | -13.45 | 14.41 | 20.16 | -3.07 | 10.19 | 34.16 | 14.91 | -1.89 | 12.92 | 24.57 | -31.89 | 2.65 | 16.29 | 1.78 | 3.21 |
| Sharpe Ratio | NA | 1.73 | 1.05 | 0.08 | 0.32 | NA | NA | … | … | 1.14 | 0.76 | 1.10 | 0.72 | -0.67 | 0.30 | 0.00 | 1.86 | -0.92 | 1.53 | 1.20 | -0.19 | 0.86 | 2.98 | 1.24 | -0.08 | 0.69 | 0.88 | -0.88 | -0.03 | 1.41 | -0.04 | 8.51 |
| Standard Deviation(%) | NA | 11.42 | 13.79 | 18.56 | 20.27 | NA | NA | … | … | 12.92 | 17.15 | 11.61 | 13.23 | 23.91 | 24.47 | 40.37 | 12.98 | 16.18 | 9.05 | 16.67 | 16.17 | 11.82 | 11.47 | 12.10 | 23.58 | 18.62 | 27.70 | 37.23 | 14.68 | 9.18 | 10.96 | 6.82 |
| Draw Down(%) | NA | 7.84 | 17.66 | 32.49 | 42.28 | NA | NA | … | … | 7.84 | 17.28 | 7.31 | 11.02 | 19.13 | 20.83 | 42.28 | 7.84 | 23.91 | 4.68 | 14.33 | 13.74 | 9.83 | 4.75 | 9.12 | 22.12 | 17.87 | 27.66 | 43.50 | 9.66 | 7.51 | 6.93 | 0.65 |
| Yield(%) | 0.00 | 8.70 | 11.38 | 5.51 | 7.65 | 8.71 | 7.07 | … | … | 0.00 | 9.17 | 11.48 | 13.58 | 1.64 | 1.52 | 1.99 | 10.20 | 11.31 | 11.77 | 8.31 | 8.20 | 11.92 | 4.70 | 2.00 | 1.52 | 1.51 | 1.79 | 1.83 | 6.60 | 8.25 | 0.00 | 0.34 |
Data as of 06/05/2026, Common starting date is 12/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) |
-13.81%
Feb 2006 – Feb 2009 |
-1.87%
May 2007 – May 2012 |
4.46%
Oct 2013 – Oct 2023 |
4.54%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACGMX (INVESCO GROWTH AND INCOME FUND CLASS Y) |
23.13%
Sep 2011 – Sep 2014 |
21.74%
Feb 2009 – Feb 2014 |
14.27%
Feb 2009 – Feb 2019 |
10.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart