Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSTCX (Invesco Constellation C) | NA | 18.29% | 12.72% | 4.83% | 3.26% | 2.50% | NA | … | … |
Data as of 09/13/2013, Common starting date is 10/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTCX (Invesco Constellation C) | 10/02/1997 | 09/13/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 18.29 | 12.72 | 4.83 | 3.26 | 2.50 | NA | … | … | 21.69 | 11.34 | -8.94 | 14.25 | 19.67 | -43.10 | 11.16 | 5.08 | 7.62 | 5.47 | 28.44 | -25.27 | -24.16 | -11.28 | 43.19 | 17.91 | -9.60 |
| Sharpe Ratio | NA | 1.43 | 0.67 | 0.16 | 0.11 | NA | NA | … | … | 2.60 | 0.76 | -0.34 | 0.78 | 1.01 | -1.17 | 0.47 | 0.13 | 0.45 | 0.33 | 1.50 | -0.97 | -0.91 | -0.38 | 1.83 | 0.60 | -1.25 |
| Standard Deviation(%) | NA | 12.73 | 19.04 | 24.13 | 20.42 | NA | NA | … | … | 12.36 | 14.94 | 26.38 | 18.13 | 19.38 | 37.63 | 17.30 | 13.87 | 12.02 | 13.77 | 18.53 | 27.28 | 29.44 | 39.97 | 21.89 | 24.28 | 29.68 |
| Draw Down(%) | NA | 9.46 | 22.98 | 42.23 | 56.49 | NA | NA | … | … | 7.09 | 13.79 | 22.98 | 16.65 | 20.85 | 50.80 | 10.93 | 14.43 | 9.01 | 14.24 | 13.00 | 33.67 | 43.52 | 32.30 | 11.98 | 31.25 | 16.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.03 | 2.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.65 | 10.94 | 2.94 | 6.54 |
Data as of 09/13/2013, Common starting date is 10/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTCX (Invesco Constellation C) |
-24.41%
Mar 2000 – Mar 2003 |
-10.56%
Aug 2000 – Aug 2005 |
-7.83%
Aug 2000 – Aug 2010 |
0.53%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTCX (Invesco Constellation C) |
17.25%
Feb 2009 – Feb 2012 |
12.86%
Sep 2002 – Sep 2007 |
3.91%
Mar 2003 – Mar 2013 |
2.85%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart