Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TGRBX (INVESCO PACIFIC GROWTH FUND CLASS B) NA 35.26% 12.50% 9.74% 3.88% 9.32% 5.89%
Data as of 01/26/2018, Common starting date is 07/20/1995
More Performance Analytics Comparison
Name Start Date End Date
TGRBX (INVESCO PACIFIC GROWTH FUND CLASS B) 07/20/1995 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 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) -6.42 35.26 12.50 9.74 3.88 9.32 5.89 -1.85 45.78 -1.14 4.21 -2.41 11.21 13.68 -19.25 15.09 34.79 -42.42 24.18 21.35 17.78 17.47 39.77 -9.57 -20.70 -31.06 68.43 -10.52 -38.81 4.83 -2.51
Sharpe Ratio NA 3.19 0.91 0.74 0.18 NA NA -0.84 5.58 -0.10 0.28 -0.25 0.87 0.98 -0.79 0.81 1.45 -1.12 1.07 1.11 1.39 0.93 2.25 -0.56 -1.10 -1.75 4.32 -0.51 -4.20 0.13 -1.16
Standard Deviation(%) NA 10.85 13.37 12.62 19.80 NA NA 28.70 8.13 13.84 15.17 9.76 12.83 14.04 24.39 18.54 23.91 38.53 19.84 16.37 11.21 17.73 17.40 18.96 21.30 20.05 15.08 26.94 22.31 10.53 7.90
Draw Down(%) NA 7.36 17.80 17.80 54.40 NA NA 7.36 5.15 12.05 14.90 9.90 13.22 15.25 25.36 15.90 23.30 53.15 13.47 18.77 8.65 19.19 12.77 26.86 34.26 33.95 8.81 38.01 41.98 10.91 10.50
Yield(%) 0.00 0.00 0.00 0.16 0.19 0.32 0.23 0.00 0.00 0.00 0.00 0.00 0.81 0.00 0.84 0.31 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.29 0.00 0.30 0.00 1.01 1.60 2.22
Data as of 01/26/2018, Common starting date is 07/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGRBX (INVESCO PACIFIC GROWTH FUND CLASS B) -24.55%
Aug 1995 – Aug 1998
-14.41%
Sep 1996 – Sep 2001
-1.95%
Aug 1995 – Aug 2005
-0.37%
May 1997 – May 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGRBX (INVESCO PACIFIC GROWTH FUND CLASS B) 32.90%
Apr 2003 – Apr 2006
26.61%
Oct 2002 – Oct 2007
10.72%
Apr 2003 – Apr 2013
9.49%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return