Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWSBX (INVESCO GLOBAL CORE EQUITY FUND CLASS B) | NA | 25.20% | 9.82% | 9.40% | 4.03% | 7.19% | NA | … | … |
Data as of 01/26/2018, Common starting date is 02/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWSBX (INVESCO GLOBAL CORE EQUITY FUND CLASS B) | 02/21/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 25.20 | 9.82 | 9.40 | 4.03 | 7.19 | NA | … | … | 7.01 | 21.94 | 5.89 | -2.96 | -0.33 | 21.63 | 12.94 | -11.53 | 5.96 | 29.05 | -39.48 | 1.61 | 20.10 | 10.67 | 16.76 | 31.26 | -8.68 | 2.42 |
| Sharpe Ratio | NA | 3.20 | 0.73 | 0.74 | 0.19 | NA | NA | … | … | 21.12 | 2.81 | 0.37 | -0.20 | -0.03 | 1.92 | 0.88 | -0.46 | 0.31 | 1.08 | -1.04 | -0.11 | 1.97 | 1.10 | 1.61 | 3.17 | -0.52 | 0.04 |
| Standard Deviation(%) | NA | 7.67 | 13.05 | 12.31 | 20.44 | NA | NA | … | … | 7.45 | 7.63 | 15.37 | 15.02 | 10.69 | 11.24 | 14.79 | 25.39 | 18.84 | 26.72 | 38.72 | 13.04 | 8.57 | 7.69 | 9.79 | 9.64 | 18.91 | 19.39 |
| Draw Down(%) | NA | 3.03 | 20.04 | 20.04 | 51.53 | NA | NA | … | … | 0.37 | 3.03 | 11.54 | 14.29 | 10.53 | 7.48 | 15.54 | 26.40 | 17.81 | 28.00 | 50.68 | 9.93 | 8.14 | 6.35 | 8.20 | 8.39 | 21.62 | 22.02 |
| Yield(%) | 0.00 | 5.24 | 2.24 | 4.18 | 2.21 | 4.38 | 3.01 | … | … | 0.00 | 5.40 | 0.65 | 0.64 | 11.04 | 1.30 | 1.79 | 1.13 | 0.34 | 0.00 | 0.27 | 3.89 | 4.97 | 5.72 | 4.11 | 1.72 | 0.00 | 0.01 |
Data as of 01/26/2018, Common starting date is 02/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSBX (INVESCO GLOBAL CORE EQUITY FUND CLASS B) |
-16.87%
Feb 2006 – Feb 2009 |
-7.62%
May 2007 – May 2012 |
0.46%
Dec 2006 – Dec 2016 |
4.27%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWSBX (INVESCO GLOBAL CORE EQUITY FUND CLASS B) |
23.43%
Mar 2003 – Mar 2006 |
17.71%
Sep 2002 – Sep 2007 |
6.35%
Mar 2003 – Mar 2013 |
6.81%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart