Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPEXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) | NA | -102,104.56% | nan% | nan% | NA | NA | NA | … | … |
Data as of 08/28/2024, Common starting date is 09/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPEXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) | 09/26/2017 | 08/28/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -102,104.56 | nan | nan | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 1.98 | 183.33 | 0.77 | 1.07 | 0.72 | 0.54 | … | … |
Data as of 08/28/2024, Common starting date is 09/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPEXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) |
-82.20%
Jan 2019 – Jan 2022 |
-6.04%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPEXX (Short-Term Investment Trust – Invesco STIC Prime Portfolio) |
407.99%
Nov 2020 – Nov 2023 |
47.99%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart