Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZSRX (INVESCO SELECT OPPORTUNITIES FUND CLASS R) | NA | -0.84% | -1.45% | 5.77% | NA | NA | NA | … | … |
Data as of 12/22/2020, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZSRX (INVESCO SELECT OPPORTUNITIES FUND CLASS R) | 08/06/2012 | 12/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.84 | -1.45 | 5.77 | NA | NA | NA | … | … | -1.25 | 18.64 | -18.50 | 18.47 | 14.11 | -10.74 | 0.64 | 27.63 | 13.08 |
| Sharpe Ratio | NA | -0.01 | -0.09 | 0.22 | NA | NA | NA | … | … | -0.04 | 1.23 | -1.40 | 2.02 | 0.75 | -0.76 | 0.07 | 3.44 | 4.03 |
| Standard Deviation(%) | NA | 41.24 | 26.50 | 22.49 | NA | NA | NA | … | … | 41.73 | 14.02 | 14.16 | 8.87 | 18.38 | 14.16 | 9.50 | 8.03 | 8.99 |
| Draw Down(%) | NA | 48.99 | 51.09 | 51.09 | NA | NA | NA | … | … | 48.99 | 11.76 | 25.47 | 5.54 | 13.53 | 18.42 | 12.73 | 3.69 | 4.72 |
| Yield(%) | 0.00 | 0.00 | 2.59 | 2.15 | 2.19 | 1.46 | 1.10 | … | … | 0.00 | 4.83 | 3.97 | 0.00 | 0.00 | 2.24 | 2.03 | 1.55 | 1.65 |
Data as of 12/22/2020, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZSRX (INVESCO SELECT OPPORTUNITIES FUND CLASS R) |
-11.73%
Mar 2017 – Mar 2020 |
-5.67%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZSRX (INVESCO SELECT OPPORTUNITIES FUND CLASS R) |
10.21%
Sep 2015 – Sep 2018 |
9.63%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart