Performance Comparison
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
