Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSMJX (Invesco Main Street Mid Cap Fund Class R5) | 6.49% | 13.98% | 13.68% | 7.52% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSMJX (Invesco Main Street Mid Cap Fund Class R5) | 05/28/2019 | 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 (%) | -1.21 | 13.98 | 13.68 | 7.52 | NA | NA | NA | … | … | 6.49 | 9.28 | 17.39 | 14.85 | -14.09 | 23.22 | 9.49 | 14.99 |
| Sharpe Ratio | NA | 0.90 | 0.71 | 0.28 | NA | NA | NA | … | … | 0.90 | 0.33 | 0.99 | 0.75 | -0.62 | 1.64 | 0.24 | 2.00 |
| Standard Deviation(%) | NA | 13.31 | 15.98 | 17.99 | NA | NA | NA | … | … | 14.84 | 19.48 | 13.91 | 15.16 | 24.92 | 14.18 | 37.62 | 12.45 |
| Draw Down(%) | NA | 10.32 | 22.49 | 22.85 | NA | NA | NA | … | … | 10.32 | 21.07 | 7.93 | 13.94 | 22.85 | 7.40 | 41.16 | 6.31 |
| Yield(%) | 0.00 | 9.02 | 7.15 | 7.40 | 5.81 | 3.87 | 2.90 | … | … | 0.00 | 9.19 | 10.06 | 0.02 | 3.48 | 20.08 | 2.77 | 5.43 |
Data as of 06/10/2026, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSMJX (Invesco Main Street Mid Cap Fund Class R5) |
2.94%
Apr 2021 – Apr 2024 |
6.91%
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 |
|---|---|---|---|---|
| MSMJX (Invesco Main Street Mid Cap Fund Class R5) |
18.26%
Mar 2020 – Mar 2023 |
15.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart