Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVDX (Invesco Dividend Growth Secs Y ) | NA | 5.69% | -1.32% | -0.72% | 0.49% | NA | NA | … | … |
Data as of 07/15/2011, Common starting date is 10/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVDX (Invesco Dividend Growth Secs Y ) | 10/08/1997 | 07/15/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.77 | 5.69 | -1.32 | -0.72 | 0.49 | NA | NA | … | … | -6.24 | 10.81 | 23.83 | -37.03 | 3.91 | 11.51 | 5.44 | 8.92 | 27.78 | -18.58 | -8.30 | 6.26 | -0.41 | 18.70 | 0.84 |
| Sharpe Ratio | NA | 0.31 | -0.05 | -0.07 | -0.04 | NA | NA | … | … | -0.58 | 0.59 | 0.85 | -0.93 | 0.06 | 0.84 | 0.32 | 0.73 | 1.69 | -0.82 | -0.61 | 0.12 | -0.27 | 0.94 | 0.01 |
| Standard Deviation(%) | NA | 18.43 | 31.06 | 26.24 | 22.00 | NA | NA | … | … | 19.56 | 18.20 | 27.78 | 40.89 | 15.57 | 9.87 | 10.12 | 10.87 | 16.02 | 24.04 | 17.72 | 18.15 | 13.52 | 16.30 | 19.37 |
| Draw Down(%) | NA | 13.59 | 47.56 | 56.35 | 56.35 | NA | NA | … | … | 13.59 | 16.01 | 28.64 | 49.09 | 9.61 | 8.34 | 6.72 | 7.01 | 14.15 | 32.84 | 24.04 | 17.48 | 15.32 | 15.94 | 7.87 |
| Yield(%) | 0.00 | 15.76 | 5.92 | 12.01 | 8.38 | 7.13 | 5.35 | … | … | 0.00 | 16.87 | 1.91 | 5.01 | 13.03 | 45.11 | 16.09 | 18.35 | 11.72 | 3.91 | 6.46 | 12.18 | 5.62 | 5.39 | 1.37 |
Data as of 07/15/2011, Common starting date is 10/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVDX (Invesco Dividend Growth Secs Y ) |
-16.42%
Feb 2006 – Feb 2009 |
-7.81%
Feb 2004 – Feb 2009 |
-3.51%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVDX (Invesco Dividend Growth Secs Y ) |
16.16%
Feb 2003 – Feb 2006 |
13.75%
Sep 2002 – Sep 2007 |
5.04%
Nov 1997 – Nov 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart