Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVLCX (Invesco Leisure C) | NA | 35.95% | 21.29% | 10.67% | 6.86% | NA | NA | … | … |
Data as of 07/12/2013, Common starting date is 07/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVLCX (Invesco Leisure C) | 07/13/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 35.95 | 21.29 | 10.67 | 6.86 | NA | NA | … | … | 20.80 | 25.22 | -4.65 | 20.76 | 30.60 | -43.15 | -1.66 | 23.31 | -1.98 | 12.70 | 29.14 | -16.21 | -3.81 |
| Sharpe Ratio | NA | 2.26 | 1.05 | 0.38 | 0.27 | NA | NA | … | … | 2.54 | 1.64 | -0.18 | 1.00 | 1.08 | -1.09 | -0.31 | 2.00 | -0.41 | 1.04 | 1.69 | -0.77 | -0.37 |
| Standard Deviation(%) | NA | 15.89 | 20.23 | 27.35 | 21.58 | NA | NA | … | … | 16.94 | 15.45 | 25.61 | 20.68 | 28.29 | 40.21 | 14.94 | 10.07 | 10.17 | 11.26 | 16.85 | 22.55 | 26.74 |
| Draw Down(%) | NA | 6.90 | 22.15 | 49.81 | 61.54 | NA | NA | … | … | 6.52 | 10.36 | 22.15 | 20.76 | 26.84 | 56.28 | 12.23 | 10.17 | 9.61 | 13.32 | 14.03 | 28.47 | 26.51 |
| Yield(%) | 0.00 | 14.38 | 7.46 | 5.33 | 5.67 | 3.53 | 2.65 | … | … | 0.00 | 15.80 | 3.32 | 0.01 | 0.48 | 6.34 | 7.93 | 8.22 | 10.68 | 0.31 | 0.00 | 0.00 | 0.92 |
Data as of 07/12/2013, Common starting date is 07/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLCX (Invesco Leisure C) |
-17.13%
Feb 2006 – Feb 2009 |
-8.98%
Feb 2004 – Feb 2009 |
2.17%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLCX (Invesco Leisure C) |
26.70%
Feb 2009 – Feb 2012 |
14.50%
Sep 2002 – Sep 2007 |
7.87%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart