Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNSQX (Invesco Main Street Small Cap Fund Class R5) | 11.29% | 19.41% | 14.68% | 6.99% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNSQX (Invesco Main Street Small Cap Fund Class R5) | 05/29/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 19.41 | 14.68 | 6.99 | NA | NA | NA | … | … | 11.29 | 3.21 | 12.71 | 18.00 | -15.78 | 22.04 | 20.30 | 14.19 |
| Sharpe Ratio | NA | 1.05 | 0.64 | 0.21 | NA | NA | NA | … | … | 1.20 | 0.02 | 0.49 | 0.78 | -0.66 | 1.10 | 0.46 | 1.60 |
| Standard Deviation(%) | NA | 17.60 | 19.73 | 20.93 | NA | NA | NA | … | … | 19.53 | 23.18 | 18.37 | 18.60 | 26.00 | 20.06 | 43.03 | 14.81 |
| Draw Down(%) | NA | 12.49 | 24.66 | 28.11 | NA | NA | NA | … | … | 12.49 | 22.41 | 8.75 | 16.93 | 24.56 | 10.87 | 42.15 | 7.38 |
| Yield(%) | 0.00 | 8.09 | 5.86 | 4.37 | 3.81 | 2.54 | 1.91 | … | … | 0.00 | 8.21 | 6.68 | 0.76 | 0.39 | 8.94 | 0.98 | 0.34 |
Data as of 06/10/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNSQX (Invesco Main Street Small Cap Fund Class R5) |
1.38%
Apr 2021 – Apr 2024 |
5.40%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNSQX (Invesco Main Street Small Cap Fund Class R5) |
22.66%
Mar 2020 – Mar 2023 |
17.38%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart