Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGSSX (Invesco Global Small & Mid Cap Growth Fu) | NA | -11.69% | -0.07% | NA | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGSSX (Invesco Global Small & Mid Cap Growth Fu) | 04/05/2017 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | -11.69 | -0.07 | NA | NA | NA | NA | … | … | -19.54 | 2.81 | 7.76 | 15.54 |
| Sharpe Ratio | NA | -0.64 | -0.02 | NA | NA | NA | NA | … | … | -1.10 | 0.04 | 0.17 | 2.82 |
| Standard Deviation(%) | NA | 45.20 | 34.53 | NA | NA | NA | NA | … | … | 48.26 | 37.48 | 38.24 | 7.42 |
| Draw Down(%) | NA | 44.13 | 44.13 | NA | NA | NA | NA | … | … | 34.98 | 21.10 | 16.16 | 2.89 |
| Yield(%) | 0.00 | 10.31 | 9.85 | 5.98 | 2.99 | 1.99 | 1.50 | … | … | 0.00 | 12.26 | 9.89 | 9.47 |
Data as of 04/17/2020, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGSSX (Invesco Global Small & Mid Cap Growth Fu) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGSSX (Invesco Global Small & Mid Cap Growth Fu) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart