Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVZ (Invesco Ltd.) | 7.94% | 96.78% | 25.62% | 3.74% | 4.44% | 5.55% | 6.15% | … | … |
Data as of 06/09/2026, Common starting date is 08/25/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVZ (Invesco Ltd.) | 08/25/1995 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 96.78 | 25.62 | 3.74 | 4.44 | 5.55 | 6.15 | … | … | 7.94 | 56.94 | 3.02 | 4.18 | -18.68 | 35.56 | 3.06 | 14.91 | -51.38 | 24.67 | -4.98 | -12.11 | 11.44 | 43.27 | 33.47 | -14.64 | 4.68 | 66.76 | -52.66 | 29.32 | 62.97 | 25.70 | -12.78 | 21.24 | -55.73 | -32.51 | 94.45 | 46.75 | -10.72 | 94.37 | 14.52 | 13.97 |
| Sharpe Ratio | NA | 2.77 | 0.67 | 0.01 | 0.05 | NA | NA | … | … | 0.31 | 1.37 | -0.02 | 0.02 | -0.46 | 0.98 | 0.04 | 0.47 | -1.84 | 1.21 | -0.16 | -0.49 | 0.54 | 1.73 | 1.37 | -0.30 | 0.12 | 0.95 | -0.60 | 0.76 | 1.91 | 0.71 | -0.44 | 0.40 | -0.94 | -0.62 | 1.78 | 1.00 | -0.26 | 3.97 | 0.49 | 1.79 |
| Standard Deviation(%) | NA | 34.69 | 34.95 | 36.45 | 39.64 | NA | NA | … | … | 37.62 | 39.67 | 30.20 | 31.90 | 43.52 | 36.43 | 75.63 | 28.38 | 28.72 | 19.89 | 33.48 | 24.57 | 20.95 | 24.95 | 24.68 | 48.22 | 38.91 | 70.36 | 88.86 | 34.50 | 31.26 | 32.79 | 31.55 | 51.36 | 60.55 | 57.33 | 50.65 | 43.27 | 54.57 | 22.70 | 22.13 | 23.55 |
| Draw Down(%) | NA | 22.03 | 36.52 | 53.38 | 79.44 | NA | NA | … | … | 22.03 | 36.52 | 21.21 | 35.90 | 43.38 | 24.82 | 63.20 | 28.42 | 56.58 | 12.50 | 29.45 | 25.14 | 13.79 | 11.85 | 23.07 | 45.05 | 29.32 | 36.09 | 71.33 | 17.58 | 27.73 | 24.35 | 42.33 | 41.51 | 73.83 | 61.68 | 37.01 | 35.64 | 65.36 | 12.95 | 24.00 | 7.72 |
| Yield(%) | 0.00 | 5.76 | 5.11 | 2.74 | 3.39 | 4.16 | 4.71 | … | … | 1.58 | 4.73 | 4.59 | 4.32 | 3.15 | 3.92 | 4.31 | 7.30 | 4.43 | 3.72 | 4.19 | 3.40 | 2.72 | 3.14 | 3.12 | 1.96 | 1.86 | 2.73 | 1.71 | 1.59 | 2.17 | 2.67 | 2.21 | 2.99 | 1.28 | 0.83 | 1.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVZ (Invesco Ltd.) |
-32.96%
May 2017 – May 2020 |
-23.50%
May 2015 – May 2020 |
-6.17%
Aug 2000 – Aug 2010 |
-1.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVZ (Invesco Ltd.) |
52.83%
Aug 1997 – Aug 2000 |
45.38%
Sep 1995 – Sep 2000 |
17.20%
Aug 2004 – Aug 2014 |
11.94%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart