Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZIFX (Invesco International Companies Fund Cl) | NA | 288,987.28% | 1,148.11% | 375.90% | 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 |
|---|---|---|
| IZIFX (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 (%) | 256,170.49 | 288,987.28 | 1,148.11 | 375.90 | NA | NA | NA | … | … | 6.18 | -26.99 | -18.75 | 27.94 | 35.60 | -19.35 | 31.42 | 6.31 | 0.10 |
| Sharpe Ratio | NA | 0.41 | -0.58 | -0.13 | NA | NA | NA | … | … | 0.31 | -1.18 | -1.16 | 1.03 | 2.62 | -1.34 | 4.30 | 0.38 | 0.30 |
| Standard Deviation(%) | NA | 18.01 | 18.58 | 20.03 | NA | NA | NA | … | … | 14.33 | 24.20 | 16.25 | 26.82 | 13.05 | 15.43 | 7.19 | 16.13 | 13.98 |
| Draw Down(%) | NA | 9.07 | 50.56 | 50.56 | NA | NA | NA | … | … | 9.07 | 35.88 | 28.00 | 32.51 | 9.67 | 26.59 | 2.54 | 11.41 | 1.48 |
| Yield(%) | 0.00 | 1.04 | 1.06 | 2.37 | 2.96 | 1.97 | 1.48 | … | … | 105.44 | 0.72 | 2.16 | 0.00 | 2.79 | 5.75 | 10.67 | 4.87 | 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 |
|---|---|---|---|---|
| IZIFX (Invesco International Companies Fund Cl) |
-9.05%
Oct 2019 – Oct 2022 |
-4.87%
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 |
|---|---|---|---|---|
| IZIFX (Invesco International Companies Fund Cl) |
14.08%
Apr 2018 – Apr 2021 |
16.56%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart