Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCRDX (Invesco Health Sciences Y ) | NA | 27.74% | 5.48% | 6.79% | 4.50% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCRDX (Invesco Health Sciences Y ) | 08/07/1997 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.74 | 5.48 | 6.79 | 4.50 | NA | NA | … | … | 12.54 | 4.98 | 19.80 | -21.46 | 14.58 | 4.75 | 8.02 | 8.74 | 28.83 | -22.86 | -7.56 | 58.41 | 15.33 | 19.49 | 3.54 |
| Sharpe Ratio | NA | 2.17 | 0.23 | 0.29 | 0.17 | NA | NA | … | … | 2.83 | 0.33 | 1.02 | -0.75 | 0.93 | 0.14 | 0.49 | 0.47 | 1.49 | -0.92 | -0.41 | 1.82 | 0.59 | 0.74 | 0.23 |
| Standard Deviation(%) | NA | 12.72 | 21.96 | 18.94 | 18.73 | NA | NA | … | … | 11.21 | 14.69 | 19.32 | 29.94 | 12.45 | 10.39 | 12.02 | 16.57 | 18.91 | 25.93 | 24.64 | 29.91 | 20.37 | 22.00 | 23.94 |
| Draw Down(%) | NA | 6.00 | 37.31 | 37.58 | 37.58 | NA | NA | … | … | 4.66 | 13.99 | 20.21 | 35.03 | 6.65 | 9.95 | 10.49 | 19.21 | 10.07 | 32.51 | 29.47 | 19.85 | 12.05 | 21.69 | 16.61 |
| Yield(%) | 0.00 | 11.29 | 5.53 | 9.51 | 6.48 | 9.03 | 6.78 | … | … | 0.00 | 10.58 | 4.52 | 2.92 | 22.24 | 11.11 | 12.37 | 9.10 | 0.00 | 0.27 | 1.22 | 17.53 | 7.04 | 23.81 | 7.64 |
Data as of 06/07/2011, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCRDX (Invesco Health Sciences Y ) |
-7.18%
Feb 2006 – Feb 2009 |
-1.72%
Feb 2004 – Feb 2009 |
1.56%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCRDX (Invesco Health Sciences Y ) |
29.72%
Dec 1997 – Dec 2000 |
16.10%
Aug 1998 – Aug 2003 |
12.54%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
