Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTNRX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R) | NA | 1,234,281.07% | 2,259.51% | 612.57% | 162.82% | 95.80% | NA | … | … |
Data as of 04/04/2025, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTNRX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R) | 11/11/2005 | 04/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,234,281.07 | 2,259.51 | 612.57 | 162.82 | 95.80 | NA | … | … | 3.52 | 6.55 | 12.75 | -12.29 | 14.55 | -5.48 | 17.04 | -10.66 | 15.63 | 3.00 | -7.24 | -0.51 | 28.92 | 13.01 | -3.13 | 12.68 | 25.39 | -48.14 | -10.08 | 6.05 | -5.13 |
| Sharpe Ratio | NA | -0.08 | -0.03 | 0.58 | 0.11 | NA | NA | … | … | 1.66 | 0.00 | 0.96 | -0.90 | 1.47 | -0.20 | 1.72 | -1.07 | 2.45 | 0.21 | -0.51 | -0.05 | 2.73 | 0.95 | -0.13 | 0.64 | 0.95 | -1.18 | -0.55 | 0.17 | -1.24 |
| Standard Deviation(%) | NA | 9.43 | 10.49 | 11.80 | 13.84 | NA | NA | … | … | 6.88 | 9.45 | 8.91 | 15.24 | 9.85 | 28.70 | 9.11 | 11.20 | 6.14 | 13.57 | 14.39 | 10.00 | 10.59 | 13.78 | 24.67 | 19.76 | 26.58 | 41.52 | 23.89 | 16.59 | 28.74 |
| Draw Down(%) | NA | 7.09 | 19.27 | 23.54 | 33.62 | NA | NA | … | … | 1.95 | 6.50 | 7.62 | 22.66 | 5.62 | 33.62 | 5.31 | 17.77 | 2.65 | 8.78 | 16.23 | 14.92 | 7.58 | 13.34 | 21.30 | 17.24 | 26.78 | 52.73 | 22.91 | 12.75 | 10.25 |
| Yield(%) | 0.00 | 107.13 | 37.08 | 30.92 | 12.82 | 12.58 | 5.87 | … | … | 105.50 | 8.27 | 8.04 | 6.05 | 2.70 | 1.62 | 2.11 | 1.44 | 3.03 | 3.40 | 3.57 | 3.43 | 2.13 | 2.17 | 0.95 | 1.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/04/2025, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTNRX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R) |
-27.07%
Feb 2006 – Feb 2009 |
-10.46%
Sep 2006 – Sep 2011 |
-2.18%
Nov 2006 – Nov 2016 |
-1.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTNRX (INVESCO GLOBAL LOW VOLATILITY EQUITY YIELD FUND CLASS R) |
2,267.46%
Mar 2022 – Mar 2025 |
607.13%
Mar 2020 – Mar 2025 |
163.48%
Mar 2015 – Mar 2025 |
96.05%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart