Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDICX (Invesco Mid Cap Basic Value Instl ) | NA | 30.89% | 10.45% | 7.65% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDICX (Invesco Mid Cap Basic Value Instl ) | 06/17/2004 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.89 | 10.45 | 7.65 | NA | NA | NA | … | … | 8.91 | 19.63 | 84.62 | -50.93 | 9.76 | 9.13 | 11.01 | 8.04 |
| Sharpe Ratio | NA | 1.90 | 0.26 | 0.21 | NA | NA | NA | … | … | 1.84 | 0.89 | 2.27 | -1.07 | 0.42 | 0.49 | 0.82 | 1.28 |
| Standard Deviation(%) | NA | 16.22 | 37.01 | 31.24 | NA | NA | NA | … | … | 11.95 | 21.91 | 37.21 | 48.20 | 16.21 | 11.92 | 10.74 | 11.05 |
| Draw Down(%) | NA | 11.14 | 57.70 | 65.64 | NA | NA | NA | … | … | 5.26 | 21.15 | 26.75 | 62.34 | 13.58 | 12.03 | 7.24 | 9.60 |
| Yield(%) | 0.00 | 0.00 | 2.74 | 6.14 | 3.60 | 2.40 | 1.80 | … | … | 0.00 | 0.00 | 1.00 | 6.90 | 10.79 | 12.56 | 0.00 | 0.00 |
Data as of 06/07/2011, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDICX (Invesco Mid Cap Basic Value Instl ) |
-20.26%
Feb 2006 – Feb 2009 |
2.03%
Jul 2004 – Jul 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDICX (Invesco Mid Cap Basic Value Instl ) |
16.12%
Oct 2004 – Oct 2007 |
8.18%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart