Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFODX (INVESCO TECHNOLOGY SECTOR FUND CLASS Y) | NA | 11.04% | 16.26% | 12.44% | 11.24% | 8.75% | 0.49% | … | … |
Data as of 04/17/2020, Common starting date is 01/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFODX (INVESCO TECHNOLOGY SECTOR FUND CLASS Y) | 01/08/1998 | 04/17/2020 |
| 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.01 | 11.04 | 16.26 | 12.44 | 11.24 | 8.75 | 0.49 | … | … | -2.42 | 35.59 | -1.25 | 34.80 | -1.07 | 6.72 | 11.61 | 24.94 | 11.44 | -2.48 | 8.45 | 48.71 | -43.64 | 17.06 | 0.57 | 0.29 | 1.97 | 46.32 | -43.47 | -44.09 | -24.60 | 147.86 | 60.16 |
| Sharpe Ratio | NA | 0.31 | 0.58 | 0.51 | 0.49 | NA | NA | … | … | -0.16 | 1.96 | -0.09 | 3.06 | -0.07 | 0.35 | 0.64 | 1.78 | 0.63 | -0.09 | 0.35 | 1.98 | -1.14 | 0.76 | -0.18 | -0.13 | 0.04 | 1.70 | -1.07 | -1.06 | -0.54 | 4.93 | 1.95 |
| Standard Deviation(%) | NA | 32.51 | 26.06 | 23.02 | 22.10 | NA | NA | … | … | 54.10 | 17.47 | 27.93 | 11.22 | 17.38 | 19.22 | 18.03 | 14.00 | 18.14 | 28.88 | 23.73 | 24.61 | 39.04 | 18.65 | 15.48 | 14.25 | 22.94 | 26.77 | 41.72 | 44.42 | 53.49 | 29.36 | 29.88 |
| Draw Down(%) | NA | 28.63 | 28.63 | 28.63 | 28.63 | NA | NA | … | … | 28.63 | 10.69 | 25.91 | 5.12 | 19.82 | 14.16 | 11.12 | 8.40 | 16.79 | 25.02 | 24.30 | 15.96 | 51.37 | 11.52 | 20.53 | 14.54 | 28.60 | 17.77 | 58.51 | 61.97 | 49.98 | 12.65 | 30.86 |
| Yield(%) | 0.00 | 10.27 | 8.22 | 6.00 | 4.84 | 3.91 | 1.57 | … | … | 0.00 | 12.22 | 7.34 | 2.80 | 2.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 14.79 | 25.27 | 14.87 |
Data as of 04/17/2020, Common starting date is 01/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFODX (INVESCO TECHNOLOGY SECTOR FUND CLASS Y) |
-43.29%
Feb 2000 – Feb 2003 |
-23.50%
Feb 2000 – Feb 2005 |
-13.39%
Aug 2000 – Aug 2010 |
-4.89%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFODX (INVESCO TECHNOLOGY SECTOR FUND CLASS Y) |
26.73%
Feb 1998 – Feb 2001 |
19.43%
Feb 2009 – Feb 2014 |
15.08%
Feb 2009 – Feb 2019 |
9.54%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart