Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INEQX (AIM International Mutual Funds Invesco International Mutual Funds Invesco Oppenheimer Intl Equity Fd Cl R5) | NA | 11.22% | 2.37% | NA | NA | NA | NA | … | … |
Data as of 08/03/2023, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INEQX (AIM International Mutual Funds Invesco International Mutual Funds Invesco Oppenheimer Intl Equity Fd Cl R5) | 05/28/2019 | 08/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 11.22 | 2.37 | NA | NA | NA | NA | … | … | 10.84 | -18.11 | -3.28 | 17.61 | 12.89 |
| Sharpe Ratio | NA | 0.47 | 0.07 | NA | NA | NA | NA | … | … | 1.09 | -0.94 | -0.22 | 0.61 | 2.14 |
| Standard Deviation(%) | NA | 17.19 | 16.96 | NA | NA | NA | NA | … | … | 14.16 | 20.78 | 15.31 | 28.16 | 9.89 |
| Draw Down(%) | NA | 15.10 | 33.26 | NA | NA | NA | NA | … | … | 6.84 | 30.32 | 13.59 | 31.66 | 6.49 |
| Yield(%) | 0.00 | 1.65 | 2.42 | 2.08 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 1.34 | 4.09 | 0.98 | 2.08 |
Data as of 08/03/2023, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INEQX (AIM International Mutual Funds Invesco International Mutual Funds Invesco Oppenheimer Intl Equity Fd Cl R5) |
-1.80%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INEQX (AIM International Mutual Funds Invesco International Mutual Funds Invesco Oppenheimer Intl Equity Fd Cl R5) |
10.81%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart