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
TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) NA 25.18% 4.72% 10.50% NA NA NA
Data as of 04/23/2021, Common starting date is 05/24/2011
More Performance Analytics Comparison
Name Start Date End Date
TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) 05/24/2011 04/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -12.80 25.18 4.72 10.50 NA NA NA -8.88 30.57 21.19 -21.73 47.36 -0.08 5.44 -1.29 12.49 15.04 -16.02
Sharpe Ratio NA 0.96 0.16 0.49 NA NA NA -0.72 1.13 1.39 -1.11 5.78 -0.02 0.36 -0.13 0.97 1.08 -0.87
Standard Deviation(%) NA 26.23 23.48 19.59 NA NA NA 36.25 26.61 14.17 20.89 8.12 13.78 15.15 9.73 12.84 14.02 28.59
Draw Down(%) NA 25.23 25.23 28.85 NA NA NA 25.23 22.91 12.53 28.85 5.12 11.80 14.57 9.62 13.15 15.00 24.92
Yield(%) 0.00 1.87 4.89 4.31 2.84 1.89 1.42 0.00 1.75 9.18 6.27 0.00 0.62 0.00 0.54 2.11 0.81 1.88
Data as of 04/23/2021, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) 1.00%
Feb 2013 – Feb 2016
2.83%
Jun 2011 – Jun 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGRSX (INVESCO PACIFIC GROWTH FUND CLASS R5) 16.52%
Jan 2015 – Jan 2018
16.89%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return