Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGACX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS C) | NA | -13.48% | -1.64% | -0.61% | 4.10% | 5.01% | 2.83% | … | … |
Data as of 04/17/2020, Common starting date is 03/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGACX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS C) | 03/27/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.68 | -13.48 | -1.64 | -0.61 | 4.10 | 5.01 | 2.83 | … | … | -20.42 | 24.40 | -15.10 | 23.28 | 0.62 | -3.16 | 3.80 | 23.15 | 16.58 | -10.32 | 18.53 | 46.89 | -50.41 | 17.69 | 25.28 | 16.55 | 23.77 | 38.47 | -17.00 | -25.94 | -22.38 | 69.64 | -8.56 |
| Sharpe Ratio | NA | -0.52 | -0.15 | -0.08 | 0.22 | NA | NA | … | … | -1.12 | 2.06 | -1.25 | 3.18 | 0.03 | -0.25 | 0.36 | 2.18 | 1.19 | -0.44 | 1.00 | 1.90 | -1.45 | 0.80 | 1.53 | 1.48 | 1.77 | 3.52 | -1.11 | -1.43 | -0.80 | 4.23 | -0.71 |
| Standard Deviation(%) | NA | 27.94 | 18.56 | 16.74 | 16.41 | NA | NA | … | … | 48.68 | 11.14 | 13.17 | 7.14 | 15.20 | 12.92 | 10.56 | 10.60 | 13.97 | 23.51 | 18.41 | 24.60 | 35.40 | 18.45 | 14.46 | 9.71 | 12.89 | 10.72 | 16.28 | 20.10 | 32.98 | 15.71 | 20.13 |
| Draw Down(%) | NA | 35.18 | 35.18 | 35.18 | 35.18 | NA | NA | … | … | 35.18 | 5.75 | 22.24 | 2.93 | 12.83 | 15.75 | 11.17 | 8.89 | 12.37 | 24.51 | 13.68 | 20.97 | 57.63 | 13.79 | 18.20 | 8.17 | 11.08 | 10.53 | 25.39 | 41.12 | 46.25 | 8.29 | 34.27 |
| Yield(%) | 0.00 | 11.36 | 10.36 | 7.22 | 7.73 | 8.03 | 4.89 | … | … | 0.00 | 13.01 | 10.91 | 10.57 | 0.21 | 6.86 | 13.81 | 11.73 | 2.13 | 6.92 | 0.00 | 0.00 | 4.85 | 16.75 | 16.48 | 5.61 | 0.00 | 0.00 | 0.00 | 0.00 | 16.70 | 7.78 | 0.00 |
Data as of 04/17/2020, Common starting date is 03/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGACX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS C) |
-29.08%
Feb 2000 – Feb 2003 |
-8.12%
Feb 2000 – Feb 2005 |
-2.38%
Feb 2000 – Feb 2010 |
1.76%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGACX (INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CLASS C) |
32.84%
Mar 2003 – Mar 2006 |
25.54%
Oct 2002 – Oct 2007 |
11.73%
Feb 2009 – Feb 2019 |
10.27%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart