Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VADRX (INVESCO EQUALLY-WEIGHTED S&P 500 FUND CLASS R) | NA | 13.01% | 17.60% | 15.14% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VADRX (INVESCO EQUALLY-WEIGHTED S&P 500 FUND CLASS R) | 04/01/2008 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 13.01 | 17.60 | 15.14 | NA | NA | NA | … | … | 2.30 | 6.17 | 34.97 | 16.67 | -0.90 | 20.97 | 44.04 | -37.05 |
| Sharpe Ratio | NA | 1.16 | 1.36 | 0.85 | NA | NA | NA | … | … | 0.70 | 0.54 | 2.90 | 1.19 | -0.04 | 1.03 | 1.28 | -0.97 |
| Standard Deviation(%) | NA | 12.07 | 12.88 | 17.76 | NA | NA | NA | … | … | 14.38 | 11.87 | 12.04 | 14.13 | 26.05 | 20.22 | 34.23 | 47.76 |
| Draw Down(%) | NA | 8.14 | 11.21 | 22.81 | NA | NA | NA | … | … | 3.63 | 8.14 | 6.22 | 11.26 | 22.81 | 16.63 | 30.80 | 52.46 |
| Yield(%) | 0.00 | 2.40 | 3.79 | 3.27 | 2.53 | 1.68 | 1.26 | … | … | 0.00 | 2.49 | 4.33 | 4.14 | 1.27 | 1.18 | 1.37 | 11.80 |
Data as of 03/30/2015, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADRX (INVESCO EQUALLY-WEIGHTED S&P 500 FUND CLASS R) |
3.55%
Aug 2008 – Aug 2011 |
7.40%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VADRX (INVESCO EQUALLY-WEIGHTED S&P 500 FUND CLASS R) |
32.52%
Feb 2009 – Feb 2012 |
27.78%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart