Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRJX (INVESCO MID CAP GROWTH FUND CLASS R5) | NA | 5.61% | 10.02% | 6.46% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 06/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRJX (INVESCO MID CAP GROWTH FUND CLASS R5) | 06/30/2010 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.77 | 5.61 | 10.02 | 6.46 | NA | NA | NA | … | … | -6.45 | 10.06 | -16.19 | 13.21 | -1.65 | -5.77 | -1.38 | 34.27 | 12.25 | -15.20 | 28.60 |
| Sharpe Ratio | NA | -0.95 | -0.91 | -1.12 | NA | NA | NA | … | … | -0.70 | -0.52 | -1.56 | -0.51 | -2.09 | -1.24 | -1.01 | 1.14 | -0.38 | -1.11 | 2.55 |
| Standard Deviation(%) | NA | 38.37 | 27.36 | 23.98 | NA | NA | NA | … | … | 56.06 | 25.19 | 24.18 | 11.96 | 17.07 | 19.52 | 19.60 | 13.76 | 16.72 | 30.40 | 17.92 |
| Draw Down(%) | NA | 41.62 | 43.03 | 43.03 | NA | NA | NA | … | … | 35.38 | 19.56 | 32.17 | 8.80 | 18.94 | 17.54 | 14.20 | 6.98 | 13.46 | 28.80 | 8.05 |
| Yield(%) | 0.00 | 20.14 | 13.75 | 9.45 | 11.03 | 7.35 | 5.52 | … | … | 0.00 | 24.15 | 10.95 | 9.22 | 2.62 | 7.24 | 9.41 | 3.06 | 0.00 | 6.62 | 0.00 |
Data as of 04/17/2020, Common starting date is 06/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRJX (INVESCO MID CAP GROWTH FUND CLASS R5) |
3.53%
Dec 2013 – Dec 2016 |
4.09%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRJX (INVESCO MID CAP GROWTH FUND CLASS R5) |
20.57%
May 2012 – May 2015 |
14.68%
Jul 2010 – Jul 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart