Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZSYX (INVESCO SELECT OPPORTUNITIES FUND CLASS Y) | NA | -0.34% | -0.97% | 6.30% | 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 |
|---|---|---|
| IZSYX (INVESCO SELECT OPPORTUNITIES FUND CLASS Y) | 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 (%) | -0.07 | -0.34 | -0.97 | 6.30 | NA | NA | NA | … | … | -0.81 | 19.30 | -18.16 | 19.10 | 14.62 | -10.21 | 1.07 | 28.26 | 13.20 |
| Sharpe Ratio | NA | 0.00 | -0.07 | 0.25 | NA | NA | NA | … | … | -0.03 | 1.27 | -1.38 | 2.10 | 0.78 | -0.72 | 0.11 | 3.52 | 4.07 |
| Standard Deviation(%) | NA | 41.23 | 26.50 | 22.49 | NA | NA | NA | … | … | 41.72 | 14.07 | 14.16 | 8.84 | 18.38 | 14.17 | 9.51 | 8.02 | 9.00 |
| Draw Down(%) | NA | 48.92 | 50.56 | 50.56 | NA | NA | NA | … | … | 48.92 | 11.53 | 25.14 | 5.48 | 13.56 | 18.21 | 12.65 | 3.60 | 4.63 |
| Yield(%) | 0.00 | 0.00 | 2.85 | 2.39 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 5.24 | 4.42 | 0.00 | 0.00 | 2.22 | 2.02 | 1.76 | 1.68 |
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 |
|---|---|---|---|---|
| IZSYX (INVESCO SELECT OPPORTUNITIES FUND CLASS Y) |
-11.31%
Mar 2017 – Mar 2020 |
-5.20%
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 |
|---|---|---|---|---|
| IZSYX (INVESCO SELECT OPPORTUNITIES FUND CLASS Y) |
10.75%
Sep 2015 – Sep 2018 |
10.17%
Oct 2012 – Oct 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart