Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/17/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGRDX (INVESCO MID CAP GROWTH FUND CLASS Y) | NA | 5.53% | 9.91% | 6.34% | 10.21% | NA | NA | 8.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRDX (INVESCO MID CAP GROWTH FUND CLASS Y) | 08/31/2005 | 04/17/2020 |
The return data shown below all have the same latest date: 04/17/2020.
AR inception is since 08/31/2005.
AR inception is since 08/31/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.79 | 5.53 | 9.91 | 6.34 | 10.21 | NA | NA | 8.91 | -6.47 | 9.61 | -16.38 | 13.01 | -1.83 | -5.93 | -1.49 | 34.08 | 12.06 | -15.41 | 27.61 | 59.69 | -48.86 | 11.09 | 3.86 | 5.11 |
| Sharpe Ratio | NA | -0.95 | -0.91 | -1.12 | -0.80 | NA | NA | -0.74 | -0.70 | -0.54 | -1.56 | -0.52 | -2.10 | -1.25 | -1.02 | 1.13 | -0.39 | -1.12 | 0.43 | 1.34 | -1.45 | -0.52 | -1.12 | -1.05 |
| Standard Deviation(%) | NA | 38.57 | 27.49 | 24.08 | 22.63 | NA | NA | 25.01 | 56.12 | 25.45 | 24.29 | 12.03 | 17.10 | 19.54 | 19.64 | 13.77 | 16.71 | 30.39 | 21.00 | 30.71 | 46.98 | 21.03 | 16.50 | 15.32 |
| Draw Down(%) | NA | 41.83 | 43.38 | 43.38 | 43.38 | NA | NA | 65.62 | 35.38 | 19.83 | 32.28 | 8.86 | 18.96 | 17.62 | 14.27 | 6.97 | 13.47 | 28.84 | 13.36 | 20.75 | 59.29 | 18.29 | 16.11 | 7.08 |
| Yield(%) | 0.00 | 20.40 | 13.87 | 9.50 | 10.18 | 8.50 | 6.37 | 9.11 | 0.00 | 24.45 | 11.07 | 9.30 | 2.64 | 7.28 | 9.45 | 3.07 | 0.00 | 6.61 | 0.00 | 0.00 | 0.57 | 11.74 | 5.42 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRDX (INVESCO MID CAP GROWTH FUND CLASS Y) |
-16.09%
Feb 2006 - Feb 2009 |
-0.65%
Oct 2007 - Oct 2012 |
6.17%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRDX (INVESCO MID CAP GROWTH FUND CLASS Y) |
32.50%
Feb 2009 - Feb 2012 |
27.36%
Feb 2009 - Feb 2014 |
16.75%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart