Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLISX (Invesco Leisure Investor) | NA | 23.28% | 17.98% | 9.21% | 6.54% | 7.38% | 9.96% | … | … |
Data as of 07/12/2013, Common starting date is 07/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLISX (Invesco Leisure Investor) | 07/30/1986 | 07/12/2013 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 23.28 | 17.98 | 9.21 | 6.54 | 7.38 | 9.96 | … | … | 22.03 | 12.87 | -3.95 | 21.75 | 31.64 | -42.71 | -1.03 | 24.18 | -1.25 | 13.60 | 30.31 | -15.41 | 4.11 | -8.17 | 65.51 | 22.19 | 26.37 | 9.14 | 15.89 | -4.96 | 35.82 | 23.39 | 52.79 | -10.95 | 38.58 | 28.80 | 0.61 | -3.29 |
| Sharpe Ratio | NA | 1.18 | 0.83 | 0.32 | 0.25 | NA | NA | … | … | 2.78 | 0.69 | -0.15 | 1.05 | 1.12 | -1.08 | -0.27 | 2.09 | -0.34 | 1.13 | 1.76 | -0.73 | 0.08 | -0.53 | 3.66 | 0.95 | -2.62 | 0.52 | 1.49 | -0.77 | 2.91 | 1.74 | 3.41 | -0.97 | 2.83 | 1.82 | -0.11 | -0.89 |
| Standard Deviation(%) | NA | 19.75 | 21.50 | 28.01 | 22.04 | NA | NA | … | … | 16.49 | 18.83 | 25.78 | 20.66 | 28.29 | 40.20 | 14.95 | 10.04 | 10.05 | 11.23 | 16.86 | 22.59 | 24.03 | 22.90 | 17.02 | 19.80 | 10.97 | 10.80 | 8.10 | 10.30 | 11.54 | 12.00 | 14.30 | 16.73 | 11.61 | 13.18 | 32.10 | 12.66 |
| Draw Down(%) | NA | 12.45 | 22.01 | 49.71 | 61.20 | NA | NA | … | … | 6.42 | 12.45 | 22.01 | 20.54 | 26.76 | 56.01 | 12.06 | 10.04 | 9.48 | 13.10 | 13.90 | 28.07 | 31.57 | 15.42 | 9.17 | 26.73 | 6.86 | 11.13 | 8.30 | 12.28 | 7.99 | 8.97 | 7.14 | 30.70 | 10.96 | 7.87 | 36.36 | 9.33 |
| Yield(%) | 0.00 | 13.33 | 7.06 | 5.30 | 5.90 | 6.92 | 10.30 | … | … | 0.00 | 14.70 | 3.09 | 0.26 | 1.92 | 6.00 | 8.14 | 8.64 | 10.62 | 0.85 | 0.00 | 0.00 | 1.02 | 14.84 | 10.49 | 0.55 | 13.36 | 3.17 | 15.34 | 3.95 | 10.27 | 6.22 | 17.92 | 4.92 | 18.41 | 0.00 | 13.38 | 19.91 |
Data as of 07/12/2013, Common starting date is 07/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLISX (Invesco Leisure Investor) |
-16.54%
Feb 2006 – Feb 2009 |
-8.31%
Feb 2004 – Feb 2009 |
0.80%
Aug 2000 – Aug 2010 |
5.39%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLISX (Invesco Leisure Investor) |
44.95%
Oct 1990 – Oct 1993 |
26.51%
Sep 1990 – Sep 1995 |
24.38%
Oct 1990 – Oct 2000 |
18.03%
Dec 1986 – Dec 2001 |
Annualized Rolling Returns Comparison Chart