Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS B) | NA | 18.75% | 5.38% | 9.56% | 5.79% | NA | NA | … | … |
Data as of 01/26/2018, Common starting date is 04/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS B) | 04/18/2006 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 18.75 | 5.38 | 9.56 | 5.79 | NA | NA | … | … | 6.03 | 14.96 | 8.74 | -9.61 | 9.49 | 26.54 | 16.04 | 0.08 | 7.79 | 20.41 | -37.23 | 4.97 | 8.55 |
| Sharpe Ratio | NA | 2.55 | 0.44 | 0.83 | 0.28 | NA | NA | … | … | 15.81 | 2.06 | 0.69 | -0.69 | 0.94 | 2.30 | 1.19 | 0.00 | 0.40 | 0.77 | -0.92 | 0.11 | 0.79 |
| Standard Deviation(%) | NA | 7.09 | 11.49 | 11.23 | 20.39 | NA | NA | … | … | 7.97 | 6.98 | 12.37 | 14.04 | 10.13 | 11.51 | 13.56 | 24.79 | 19.32 | 26.55 | 41.14 | 17.36 | 11.37 |
| Draw Down(%) | NA | 3.43 | 19.01 | 19.01 | 50.99 | NA | NA | … | … | 0.53 | 3.43 | 8.25 | 16.25 | 8.43 | 5.48 | 10.39 | 20.79 | 17.65 | 27.61 | 49.26 | 11.29 | 8.94 |
| Yield(%) | 0.00 | 1.69 | 1.92 | 4.33 | 3.34 | 2.34 | 1.76 | … | … | 0.00 | 1.72 | 2.10 | 2.43 | 10.16 | 3.08 | 0.36 | 0.21 | 0.38 | 0.59 | 12.04 | 0.48 | 1.08 |
Data as of 01/26/2018, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS B) |
-12.10%
Jun 2007 – Jun 2010 |
-4.03%
Sep 2006 – Sep 2011 |
2.83%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCUX (INVESCO LOW VOLATILITY EQUITY YIELD FUND CLASS B) |
20.79%
Feb 2009 – Feb 2012 |
18.82%
Feb 2009 – Feb 2014 |
4.37%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart