Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTABX (INVESCO MID CAP CORE EQUITY FUND CLASS B) | NA | 16.46% | 8.21% | 9.73% | 6.55% | 8.43% | 7.87% | … | … |
Data as of 01/26/2018, Common starting date is 12/09/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTABX (INVESCO MID CAP CORE EQUITY FUND CLASS B) | 12/09/1994 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 16.46 | 8.21 | 9.73 | 6.55 | 8.43 | 7.87 | … | … | 4.44 | 14.21 | 11.18 | -5.08 | 3.74 | 28.20 | 9.60 | -6.95 | 11.66 | 29.19 | -27.97 | 9.03 | 10.32 | 6.59 | 13.00 | 26.30 | -11.69 | -0.19 | 18.08 | 36.25 | -5.41 | 13.35 | 14.83 | 8.00 | -6.05 |
| Sharpe Ratio | NA | 2.24 | 0.67 | 0.83 | 0.37 | NA | NA | … | … | 10.12 | 1.94 | 0.80 | -0.37 | 0.33 | 2.67 | 0.79 | -0.31 | 0.76 | 1.27 | -0.91 | 0.51 | 0.79 | 0.45 | 1.24 | 1.92 | -0.64 | -0.14 | 0.39 | 2.14 | -0.35 | 0.52 | 0.75 | 0.24 | -1.38 |
| Standard Deviation(%) | NA | 7.05 | 11.78 | 11.48 | 17.51 | NA | NA | … | … | 8.18 | 7.02 | 13.70 | 13.73 | 11.16 | 10.56 | 12.23 | 22.72 | 15.25 | 22.97 | 31.48 | 11.90 | 8.94 | 9.76 | 9.70 | 13.36 | 20.02 | 18.20 | 35.57 | 15.46 | 24.68 | 18.89 | 14.93 | 17.24 | 51.56 |
| Draw Down(%) | NA | 4.43 | 19.11 | 19.11 | 42.70 | NA | NA | … | … | 0.99 | 4.43 | 9.72 | 11.93 | 10.11 | 5.44 | 11.48 | 23.67 | 12.63 | 22.67 | 39.56 | 9.54 | 8.93 | 6.88 | 7.67 | 11.75 | 26.70 | 23.55 | 23.27 | 11.77 | 39.58 | 21.45 | 13.38 | 20.19 | 10.99 |
| Yield(%) | 0.00 | 21.66 | 13.27 | 13.37 | 8.31 | 10.59 | 9.55 | … | … | 0.00 | 22.11 | 15.06 | 8.08 | 14.65 | 13.71 | 9.95 | 3.79 | 2.22 | 0.14 | 4.41 | 21.43 | 21.35 | 8.74 | 8.09 | 0.00 | 0.11 | 1.38 | 16.79 | 13.01 | 4.94 | 12.81 | 6.83 | 0.70 | 0.11 |
Data as of 01/26/2018, Common starting date is 12/09/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTABX (INVESCO MID CAP CORE EQUITY FUND CLASS B) |
-10.13%
Feb 2006 – Feb 2009 |
-2.65%
Feb 2004 – Feb 2009 |
3.40%
Aug 2000 – Aug 2010 |
4.74%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTABX (INVESCO MID CAP CORE EQUITY FUND CLASS B) |
25.06%
Mar 1997 – Mar 2000 |
17.31%
Feb 2009 – Feb 2014 |
12.33%
Apr 1997 – Apr 2007 |
9.39%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart