Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTARX (INVESCO MID CAP CORE EQUITY FUND CLASS R) | NA | -9.85% | -1.73% | 0.57% | 4.98% | 1.68% | NA | … | … |
Data as of 05/15/2020, Common starting date is 05/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTARX (INVESCO MID CAP CORE EQUITY FUND CLASS R) | 05/31/2002 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.09 | -9.85 | -1.73 | 0.57 | 4.98 | 1.68 | NA | … | … | -18.80 | 25.47 | -13.23 | 14.75 | 11.75 | -4.58 | 4.24 | 28.85 | 10.17 | -6.51 | 12.21 | 29.88 | -31.26 | -8.47 | -8.35 | -0.56 | 6.14 | 26.96 | -13.69 |
| Sharpe Ratio | NA | -0.30 | -0.12 | -0.01 | 0.26 | NA | NA | … | … | -0.77 | 1.90 | -0.67 | 2.04 | 0.84 | -0.34 | 0.38 | 2.73 | 0.84 | -0.29 | 0.80 | 1.30 | -1.01 | -0.51 | -0.55 | -0.22 | 0.44 | 1.97 | -0.94 |
| Standard Deviation(%) | NA | 35.55 | 24.64 | 20.85 | 18.10 | NA | NA | … | … | 55.95 | 12.65 | 21.73 | 6.95 | 13.71 | 13.69 | 11.13 | 10.55 | 12.21 | 22.79 | 15.23 | 22.99 | 31.74 | 22.72 | 21.13 | 12.46 | 11.86 | 13.34 | 24.72 |
| Draw Down(%) | NA | 41.07 | 41.07 | 41.07 | 41.07 | NA | NA | … | … | 41.07 | 7.93 | 20.85 | 4.38 | 9.72 | 11.81 | 10.01 | 5.38 | 11.35 | 23.51 | 12.48 | 22.64 | 39.39 | 20.91 | 18.23 | 8.91 | 7.60 | 11.65 | 23.81 |
| Yield(%) | 3.18 | 22.52 | 13.85 | 10.57 | 9.63 | 5.07 | 4.31 | … | … | 2.65 | 22.71 | 9.38 | 15.06 | 10.68 | 5.90 | 11.18 | 10.80 | 8.26 | 3.09 | 1.83 | 0.12 | 0.52 | 1.10 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2020, Common starting date is 05/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTARX (INVESCO MID CAP CORE EQUITY FUND CLASS R) |
-21.53%
Feb 2006 – Feb 2009 |
-12.60%
Feb 2004 – Feb 2009 |
-0.09%
Jun 2002 – Jun 2012 |
0.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTARX (INVESCO MID CAP CORE EQUITY FUND CLASS R) |
20.05%
Feb 2009 – Feb 2012 |
17.90%
Feb 2009 – Feb 2014 |
10.81%
Feb 2009 – Feb 2019 |
4.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart