Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMIX (INVESCO SUMMIT FUND CLASS P) | 3.55% | 15.88% | 20.02% | 7.51% | 14.91% | 13.67% | 10.18% | … | … |
Data as of 06/09/2026, Common starting date is 02/08/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMIX (INVESCO SUMMIT FUND CLASS P) | 02/08/1985 | 06/09/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.16 | 15.88 | 20.02 | 7.51 | 14.91 | 13.67 | 10.18 | … | … | 3.55 | 11.08 | 34.36 | 36.82 | -33.12 | 10.71 | 42.22 | 38.69 | -3.04 | 29.88 | 2.43 | 6.38 | 8.89 | 37.90 | 15.46 | -4.50 | 14.59 | 20.27 | -41.91 | 15.34 | 7.40 | 11.19 | 10.64 | 35.69 | -29.68 | -33.80 | -15.32 | 50.13 | 34.56 | 24.15 | 19.69 | 25.46 | -6.94 | 1.61 | -3.44 | 35.16 | -0.95 | 21.04 | 17.65 | -13.34 | 3.70 | 14.17 |
| Sharpe Ratio | NA | 0.64 | 0.73 | 0.21 | 0.59 | NA | NA | … | … | 0.21 | 0.30 | 1.52 | 1.87 | -1.09 | 0.54 | 1.22 | 2.43 | -0.21 | 3.18 | 0.14 | 0.36 | 0.58 | 3.12 | 1.06 | -0.18 | 0.83 | 1.15 | -1.18 | 0.83 | 0.31 | 0.77 | 0.78 | 2.08 | -1.17 | -1.24 | -0.47 | 1.86 | 1.27 | 1.05 | 1.05 | 1.22 | -0.72 | -0.04 | -0.42 | 1.94 | -0.39 | 1.04 | 0.80 | -0.52 | -0.04 | 1.14 |
| Standard Deviation(%) | NA | 20.74 | 22.65 | 24.09 | 22.72 | NA | NA | … | … | 23.39 | 27.36 | 20.26 | 17.91 | 31.69 | 19.89 | 34.27 | 15.32 | 21.46 | 9.22 | 15.49 | 17.40 | 15.25 | 12.12 | 14.69 | 25.27 | 17.37 | 17.49 | 36.08 | 14.69 | 12.90 | 11.58 | 12.37 | 16.82 | 26.43 | 29.55 | 41.41 | 25.20 | 24.44 | 19.32 | 15.19 | 17.58 | 13.87 | 12.58 | 13.99 | 16.00 | 16.50 | 14.50 | 15.93 | 33.85 | 15.99 | 9.34 |
| Draw Down(%) | NA | 19.95 | 28.51 | 40.62 | 40.62 | NA | NA | … | … | 15.62 | 28.51 | 14.12 | 13.29 | 35.36 | 12.75 | 30.83 | 8.07 | 24.62 | 2.93 | 16.42 | 13.13 | 9.87 | 5.90 | 12.44 | 21.88 | 15.44 | 18.78 | 46.08 | 8.40 | 12.03 | 8.62 | 12.25 | 12.14 | 37.71 | 48.97 | 33.28 | 13.61 | 28.62 | 13.14 | 13.43 | 16.10 | 14.13 | 7.62 | 10.80 | 6.35 | 19.93 | 10.30 | 8.71 | 39.37 | 13.02 | 8.50 |
| Yield(%) | 0.00 | 14.35 | 7.99 | 7.45 | 11.97 | 12.98 | 9.85 | … | … | 0.00 | 14.18 | 2.71 | 0.00 | 6.08 | 18.84 | 8.51 | 10.72 | 10.42 | 4.66 | 6.25 | 6.85 | 14.09 | 2.90 | 0.37 | 0.15 | 0.16 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 16.94 | 18.44 | 7.12 | 11.88 | 10.73 | 0.37 | 0.99 | 0.99 | 1.03 | 1.72 | 1.96 | 2.44 | 2.28 | 1.48 | 0.78 | 0.61 |
Data as of 06/09/2026, Common starting date is 02/08/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMIX (INVESCO SUMMIT FUND CLASS P) |
-29.61%
Feb 2000 – Feb 2003 |
-11.60%
Aug 2000 – Aug 2005 |
-7.48%
Aug 2000 – Aug 2010 |
-0.38%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMIX (INVESCO SUMMIT FUND CLASS P) |
41.34%
Mar 1997 – Mar 2000 |
31.88%
Feb 1995 – Feb 2000 |
18.78%
Sep 2011 – Sep 2021 |
14.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart