Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZIRX (Invesco International Companies Fund Cl) | NA | 322,794.42% | 1,190.78% | 384.63% | 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 |
|---|---|---|
| IZIRX (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 (%) | 289,298.97 | 322,794.42 | 1,190.78 | 384.63 | NA | NA | NA | … | … | 6.91 | -27.81 | -18.82 | 27.36 | 34.84 | -19.74 | 30.78 | 5.84 | 0.00 |
| Sharpe Ratio | NA | 0.40 | -0.60 | -0.15 | NA | NA | NA | … | … | 0.38 | -1.21 | -1.17 | 1.01 | 2.57 | -1.37 | 4.22 | 0.35 | -0.01 |
| Standard Deviation(%) | NA | 17.94 | 18.54 | 19.98 | NA | NA | NA | … | … | 14.24 | 24.15 | 16.12 | 26.78 | 13.01 | 15.41 | 7.18 | 16.03 | 13.61 |
| Draw Down(%) | NA | 8.56 | 50.95 | 50.95 | NA | NA | NA | … | … | 8.40 | 36.12 | 28.01 | 32.66 | 9.73 | 26.93 | 2.56 | 11.42 | 1.48 |
| Yield(%) | 0.00 | 0.37 | 0.79 | 2.00 | 2.67 | 1.78 | 1.34 | … | … | 106.17 | 0.26 | 1.85 | 0.00 | 2.24 | 5.24 | 10.36 | 4.59 | 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 |
|---|---|---|---|---|
| IZIRX (Invesco International Companies Fund Cl) |
-9.48%
Oct 2019 – Oct 2022 |
-5.33%
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 |
|---|---|---|---|---|
| IZIRX (Invesco International Companies Fund Cl) |
13.52%
Apr 2018 – Apr 2021 |
15.97%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart