Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAAX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS A) | NA | -11.91% | -0.55% | 0.37% | 4.99% | 5.87% | 3.63% | … | … |
Data as of 04/17/2020, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAAX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS A) | 06/21/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | -11.91 | -0.55 | 0.37 | 4.99 | 5.87 | 3.63 | … | … | -19.38 | 25.42 | -14.52 | 24.21 | 1.41 | -2.49 | 4.65 | 24.07 | 17.42 | -9.62 | 19.43 | 47.93 | -50.04 | 18.61 | 26.17 | 17.36 | 24.40 | 39.62 | -16.33 | -25.59 | -21.98 | 70.58 | 3.93 | 4.03 | 5.34 |
| Sharpe Ratio | NA | -0.47 | -0.09 | -0.02 | 0.28 | NA | NA | … | … | -1.09 | 2.14 | -1.20 | 3.32 | 0.08 | -0.19 | 0.44 | 2.27 | 1.25 | -0.41 | 1.05 | 1.95 | -1.44 | 0.85 | 1.59 | 1.57 | 1.81 | 3.61 | -1.09 | -1.41 | -0.79 | 4.27 | 0.03 | 0.04 | 0.71 |
| Standard Deviation(%) | NA | 27.67 | 18.43 | 16.65 | 16.37 | NA | NA | … | … | 48.11 | 11.20 | 13.23 | 7.13 | 15.21 | 12.92 | 10.58 | 10.61 | 13.99 | 23.47 | 18.45 | 24.56 | 35.39 | 18.43 | 14.44 | 9.66 | 12.92 | 10.78 | 16.04 | 20.09 | 33.00 | 15.76 | 19.16 | 14.43 | 9.71 |
| Draw Down(%) | NA | 35.06 | 35.06 | 35.06 | 35.06 | NA | NA | … | … | 35.06 | 5.73 | 21.66 | 2.88 | 12.78 | 15.50 | 11.02 | 8.80 | 12.26 | 24.27 | 13.64 | 20.84 | 57.38 | 13.76 | 18.12 | 8.05 | 11.07 | 10.49 | 25.11 | 40.94 | 46.05 | 8.16 | 34.12 | 15.33 | 8.48 |
| Yield(%) | 0.00 | 9.66 | 9.18 | 6.64 | 7.53 | 8.07 | 5.04 | … | … | 0.00 | 11.09 | 9.37 | 9.51 | 0.90 | 6.29 | 12.46 | 10.98 | 2.52 | 6.98 | 0.48 | 0.58 | 4.99 | 15.67 | 15.47 | 5.39 | 0.00 | 0.29 | 0.23 | 0.00 | 16.19 | 7.61 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2020, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAAX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS A) |
-28.64%
Feb 2000 – Feb 2003 |
-7.54%
Feb 2000 – Feb 2005 |
-1.70%
Feb 2000 – Feb 2010 |
2.48%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAAX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS A) |
33.75%
Mar 2003 – Mar 2006 |
26.42%
Oct 2002 – Oct 2007 |
12.56%
Feb 2009 – Feb 2019 |
11.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart