Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZICX (Invesco International Companies Fund Cl) | NA | -651,188.97% | nan% | nan% | NA | NA | NA | … | … |
Data as of 09/21/2023, Common starting date is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZICX (Invesco International Companies Fund Cl) | 12/22/2015 | 09/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -588,225.00 | -651,188.97 | nan | nan | NA | NA | NA | … | … | 7.05 | -28.42 | -19.32 | 26.73 | 34.24 | -20.15 | 30.09 | 5.40 | 0.00 |
| Sharpe Ratio | NA | 0.38 | -0.62 | -0.17 | NA | NA | NA | … | … | 0.40 | -1.24 | -1.20 | 0.98 | 2.51 | -1.40 | 4.10 | 0.32 | -0.01 |
| Standard Deviation(%) | NA | 17.87 | 18.55 | 20.00 | NA | NA | NA | … | … | 14.22 | 24.14 | 16.18 | 26.79 | 13.09 | 15.36 | 7.22 | 16.06 | 13.61 |
| Draw Down(%) | NA | 8.53 | 51.40 | 51.40 | NA | NA | NA | … | … | 8.38 | 36.39 | 28.38 | 32.69 | 9.73 | 27.21 | 2.57 | 11.52 | 1.48 |
| Yield(%) | 0.00 | 0.00 | 0.72 | 1.79 | 2.49 | 1.66 | 1.25 | … | … | 106.35 | 0.00 | 1.87 | 0.00 | 1.63 | 4.92 | 10.12 | 4.44 | 0.00 |
Data as of 09/21/2023, Common starting date is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZICX (Invesco International Companies Fund Cl) |
-10.01%
Aug 2020 – Aug 2023 |
-5.81%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZICX (Invesco International Companies Fund Cl) |
12.96%
Apr 2018 – Apr 2021 |
15.39%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart