Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOGYX (Invesco Gold & Special Minerals Fund Class R5) | -8.02% | 41.14% | 33.48% | 13.96% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOGYX (Invesco Gold & Special Minerals Fund Class R5) | 05/29/2019 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.28 | 41.14 | 33.48 | 13.96 | NA | NA | NA | … | … | -8.02 | 131.73 | 13.42 | 6.71 | -16.62 | -2.36 | 36.72 | 42.45 |
| Sharpe Ratio | NA | 0.93 | 0.92 | 0.34 | NA | NA | NA | … | … | -0.32 | 3.86 | 0.35 | 0.12 | -0.47 | -0.08 | 0.76 | 3.40 |
| Standard Deviation(%) | NA | 41.56 | 33.76 | 33.39 | NA | NA | NA | … | … | 51.25 | 33.55 | 27.79 | 26.12 | 38.45 | 28.56 | 47.61 | 23.51 |
| Draw Down(%) | NA | 29.75 | 29.75 | 47.01 | NA | NA | NA | … | … | 29.75 | 16.74 | 18.97 | 24.68 | 47.01 | 28.89 | 38.63 | 11.57 |
| Yield(%) | 0.00 | 0.94 | 1.29 | 1.33 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 1.38 | 1.26 | 1.19 | 0.73 | 3.12 | 2.73 | 0.75 |
Data as of 06/09/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOGYX (Invesco Gold & Special Minerals Fund Class R5) |
-8.71%
Sep 2020 – Sep 2023 |
6.01%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOGYX (Invesco Gold & Special Minerals Fund Class R5) |
55.64%
Feb 2023 – Feb 2026 |
28.44%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart