Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HYLCX (Invesco High-Yield Secs C) | NA | 7.48% | 8.01% | 71.66% | 32.22% | NA | NA | … | … |
Data as of 07/12/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYLCX (Invesco High-Yield Secs C) | 11/12/1998 | 07/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 7.48 | 8.01 | 71.66 | 32.22 | NA | NA | … | … | 0.23 | 18.07 | -0.39 | 9.89 | 1,334.41 | -21.40 | 1.19 | 5.22 | -1.61 | 3.35 | 10.82 | -4.38 | -24.86 | -31.11 | 1.83 | 1.25 |
| Sharpe Ratio | NA | 2.28 | 2.06 | 2.00 | 1.61 | NA | NA | … | … | 0.10 | 7.15 | -0.08 | 2.57 | 5.80 | -2.04 | -0.18 | 0.66 | -0.99 | 0.62 | 1.96 | -0.86 | -2.97 | -5.23 | -0.44 | 2.64 |
| Standard Deviation(%) | NA | 3.26 | 3.86 | 35.83 | 19.40 | NA | NA | … | … | 3.96 | 2.54 | 5.11 | 3.82 | 229.89 | 10.92 | 10.05 | 2.91 | 3.82 | 3.89 | 5.16 | 6.34 | 9.27 | 6.72 | 3.15 | 2.62 |
| Draw Down(%) | NA | 6.23 | 11.29 | 28.17 | 30.84 | NA | NA | … | … | 6.23 | 2.64 | 11.29 | 4.54 | 6.94 | 30.84 | 8.66 | 1.27 | 3.83 | 2.06 | 1.67 | 9.89 | 33.07 | 33.14 | 6.23 | 1.00 |
| Yield(%) | 0.00 | 5.04 | 5.43 | 49.15 | 27.09 | 7.63 | 5.72 | … | … | 2.17 | 5.71 | 5.28 | 6.20 | 61.46 | 7.09 | 6.05 | 6.28 | 6.39 | 6.20 | 8.08 | 12.47 | 13.02 | 12.05 | 11.65 | 2.59 |
Data as of 07/12/2013, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYLCX (Invesco High-Yield Secs C) |
-21.33%
Jul 1999 – Jul 2002 |
-11.54%
Apr 1999 – Apr 2004 |
-7.17%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYLCX (Invesco High-Yield Secs C) |
155.83%
Nov 2008 – Nov 2011 |
72.05%
Mar 2008 – Mar 2013 |
33.16%
Jan 2003 – Jan 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart