Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIZYX (INVESCO GLOBAL INFRASTRUCTURE FUND CLASS Y) | NA | 563,744.12% | 1,612.67% | 496.23% | 144.62% | NA | NA | … | … |
Data as of 04/04/2025, Common starting date is 05/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIZYX (INVESCO GLOBAL INFRASTRUCTURE FUND CLASS Y) | 05/07/2014 | 04/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 563,744.12 | 1,612.67 | 496.23 | 144.62 | NA | NA | … | … | -8.76 | 8.80 | 2.14 | -8.35 | 19.33 | -4.77 | 28.84 | -7.41 | 18.34 | 10.27 | -15.42 | 5.02 |
| Sharpe Ratio | NA | -0.33 | -0.47 | 0.22 | 0.10 | NA | NA | … | … | -1.31 | 0.19 | -0.16 | -0.50 | 1.77 | -0.15 | 3.10 | -0.73 | 2.30 | 0.65 | -1.03 | 0.68 |
| Standard Deviation(%) | NA | 16.45 | 16.43 | 16.06 | 16.85 | NA | NA | … | … | 25.10 | 11.83 | 13.55 | 19.36 | 10.93 | 34.09 | 8.84 | 11.93 | 7.74 | 15.56 | 14.96 | 11.45 |
| Draw Down(%) | NA | 14.70 | 24.35 | 24.35 | 35.85 | NA | NA | … | … | 12.49 | 8.57 | 18.16 | 23.19 | 5.91 | 35.85 | 4.56 | 12.76 | 4.05 | 11.57 | 21.12 | 9.90 |
| Yield(%) | 0.00 | 101.37 | 30.06 | 27.01 | 13.34 | 9.40 | 7.05 | … | … | 91.26 | 2.53 | 2.93 | 1.85 | 2.17 | 1.74 | 5.25 | 1.69 | 5.61 | 2.07 | 1.79 | 1.81 |
Data as of 04/04/2025, Common starting date is 05/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIZYX (INVESCO GLOBAL INFRASTRUCTURE FUND CLASS Y) |
-0.71%
Sep 2019 – Sep 2022 |
1.63%
Mar 2015 – Mar 2020 |
3.19%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIZYX (INVESCO GLOBAL INFRASTRUCTURE FUND CLASS Y) |
1,619.59%
Mar 2022 – Mar 2025 |
490.94%
Mar 2020 – Mar 2025 |
145.07%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart