Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGBX (INVESCO GLOBAL GROWTH FUND CLASS B) | NA | 21.93% | 7.69% | 9.53% | 5.48% | 8.38% | 4.84% | … | … |
Data as of 01/26/2018, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGBX (INVESCO GLOBAL GROWTH FUND CLASS B) | 06/21/1996 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 21.93 | 7.69 | 9.53 | 5.48 | 8.38 | 4.84 | … | … | 7.05 | 17.76 | 3.14 | -2.97 | 3.64 | 24.85 | 16.21 | -7.06 | 10.61 | 28.99 | -39.09 | 9.31 | 19.85 | 10.80 | 15.10 | 26.22 | -20.24 | -30.42 | -22.58 | 51.36 | 21.36 | 13.27 | 7.49 |
| Sharpe Ratio | NA | 3.03 | 0.60 | 0.79 | 0.28 | NA | NA | … | … | 21.62 | 2.51 | 0.21 | -0.21 | 0.34 | 2.25 | 1.14 | -0.29 | 0.57 | 1.40 | -1.08 | 0.36 | 1.25 | 0.90 | 1.14 | 2.07 | -1.17 | -1.58 | -0.86 | 3.11 | 0.99 | 0.73 | 1.37 |
| Standard Deviation(%) | NA | 7.01 | 12.24 | 11.77 | 18.98 | NA | NA | … | … | 7.33 | 6.86 | 14.20 | 14.42 | 10.76 | 11.03 | 14.34 | 24.66 | 18.38 | 20.67 | 37.02 | 17.53 | 13.26 | 9.58 | 12.42 | 12.35 | 18.17 | 20.96 | 30.97 | 15.46 | 18.22 | 13.36 | 8.19 |
| Draw Down(%) | NA | 2.83 | 18.94 | 18.94 | 48.96 | NA | NA | … | … | 0.61 | 2.83 | 9.73 | 16.37 | 10.11 | 8.16 | 12.54 | 22.25 | 14.61 | 19.63 | 49.30 | 13.05 | 14.88 | 7.41 | 8.86 | 11.33 | 27.00 | 41.29 | 34.24 | 8.73 | 26.80 | 11.86 | 6.64 |
| Yield(%) | 0.00 | 2.13 | 2.09 | 4.19 | 2.34 | 3.06 | 2.21 | … | … | 0.00 | 2.19 | 0.53 | 3.74 | 8.51 | 4.30 | 0.84 | 0.00 | 0.00 | 0.28 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 6.84 | 3.10 | 2.89 | 0.00 |
Data as of 01/26/2018, 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 |
|---|---|---|---|---|
| AGGBX (INVESCO GLOBAL GROWTH FUND CLASS B) |
-26.58%
Feb 2000 – Feb 2003 |
-9.83%
Mar 2000 – Mar 2005 |
-4.19%
Aug 2000 – Aug 2010 |
0.28%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGBX (INVESCO GLOBAL GROWTH FUND CLASS B) |
29.46%
Mar 1997 – Mar 2000 |
17.31%
Sep 2002 – Sep 2007 |
8.04%
Mar 2003 – Mar 2013 |
7.77%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart