Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTAVX (INVESCO MID CAP CORE EQUITY FUND CLASS R5) | NA | -9.29% | -0.71% | 1.44% | 5.77% | 2.66% | NA | … | … |
Data as of 05/15/2020, Common starting date is 05/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTAVX (INVESCO MID CAP CORE EQUITY FUND CLASS R5) | 05/03/2002 | 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 (%) | -3.08 | -9.29 | -0.71 | 1.44 | 5.77 | 2.66 | NA | … | … | -21.08 | 26.25 | -11.66 | 15.49 | 12.42 | -3.94 | 4.88 | 29.68 | 10.77 | -5.87 | 12.94 | 30.84 | -27.19 | -8.87 | -8.34 | 0.38 | 7.05 | 28.02 | -14.54 |
| Sharpe Ratio | NA | -0.36 | -0.13 | 0.00 | 0.29 | NA | NA | … | … | -0.84 | 1.97 | -0.96 | 2.15 | 0.89 | -0.29 | 0.44 | 2.81 | 0.88 | -0.26 | 0.84 | 1.34 | -0.89 | -0.50 | -0.54 | -0.15 | 0.52 | 2.05 | -0.93 |
| Standard Deviation(%) | NA | 35.86 | 22.78 | 19.53 | 17.35 | NA | NA | … | … | 56.45 | 12.63 | 13.57 | 6.95 | 13.69 | 13.64 | 11.14 | 10.55 | 12.23 | 22.77 | 15.24 | 23.02 | 31.43 | 23.68 | 21.75 | 12.30 | 11.81 | 13.36 | 23.86 |
| Draw Down(%) | NA | 41.04 | 41.04 | 41.04 | 41.04 | NA | NA | … | … | 41.04 | 7.84 | 19.41 | 4.33 | 9.67 | 11.66 | 9.86 | 5.35 | 11.24 | 23.33 | 12.25 | 22.52 | 39.20 | 21.58 | 18.78 | 8.72 | 7.55 | 11.55 | 26.35 |
| Yield(%) | 2.87 | 20.45 | 12.88 | 10.07 | 9.55 | 5.30 | 4.55 | … | … | 2.40 | 20.60 | 8.89 | 13.43 | 10.46 | 5.41 | 10.71 | 10.09 | 8.51 | 2.92 | 1.81 | 0.41 | 4.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2020, Common starting date is 05/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAVX (INVESCO MID CAP CORE EQUITY FUND CLASS R5) |
-20.12%
Feb 2006 – Feb 2009 |
-11.34%
Feb 2004 – Feb 2009 |
0.96%
Jun 2002 – Jun 2012 |
1.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTAVX (INVESCO MID CAP CORE EQUITY FUND CLASS R5) |
20.89%
Feb 2009 – Feb 2012 |
18.68%
Feb 2009 – Feb 2014 |
11.66%
Feb 2009 – Feb 2019 |
5.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart