Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATIYX (INVESCO SELECT COMPANIES FUND CLASS Y) | NA | 84.91% | 9.52% | 13.34% | 9.67% | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATIYX (INVESCO SELECT COMPANIES FUND CLASS Y) | 10/10/2008 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 84.91 | 9.52 | 13.34 | 9.67 | NA | NA | … | … | 17.98 | 6.44 | 22.68 | -13.55 | 20.36 | 23.04 | -14.59 | 8.83 | 25.58 | 12.59 | 8.53 | 22.88 | 65.89 | 0.10 |
| Sharpe Ratio | NA | 2.94 | 0.28 | 0.49 | 0.45 | NA | NA | … | … | 2.97 | 0.13 | 1.32 | -0.90 | 1.91 | 1.17 | -1.01 | 0.77 | 2.55 | 1.02 | 0.43 | 1.17 | 2.00 | 0.00 |
| Standard Deviation(%) | NA | 28.83 | 30.54 | 25.20 | 20.73 | NA | NA | … | … | 24.18 | 46.59 | 16.08 | 16.45 | 10.38 | 19.37 | 14.47 | 11.44 | 10.03 | 12.35 | 19.63 | 19.50 | 32.83 | 61.73 |
| Draw Down(%) | NA | 15.18 | 48.95 | 48.95 | 48.95 | NA | NA | … | … | 7.46 | 48.95 | 10.98 | 23.82 | 5.18 | 13.45 | 22.59 | 7.18 | 4.17 | 11.51 | 16.71 | 17.46 | 34.61 | 26.03 |
| Yield(%) | 0.00 | 38.76 | 12.00 | 12.75 | 10.13 | 15.22 | 11.42 | … | … | 0.00 | 26.10 | 8.27 | 5.32 | 14.55 | 4.18 | 18.21 | 10.54 | 5.62 | 7.86 | 0.00 | 0.00 | 0.15 | 1.68 |
Data as of 04/23/2021, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIYX (INVESCO SELECT COMPANIES FUND CLASS Y) |
-7.57%
Mar 2017 – Mar 2020 |
-3.32%
Mar 2015 – Mar 2020 |
5.35%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIYX (INVESCO SELECT COMPANIES FUND CLASS Y) |
44.06%
Feb 2009 – Feb 2012 |
32.01%
Feb 2009 – Feb 2014 |
18.47%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart