Invesco Comstock Select R5 (IOVVX)

30.72 +0.35 (+1.15%) USD  |  Mar 31 2023
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IOVVX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 31, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Invesco Comstock Select R5
30.26%
10.59%
-3.80%
12.40%
15.95%
-11.35%
27.72%
0.05%
30.61%
3.69%
1.62%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.50%
Principal Large Cap Value III R1
30.29%
11.46%
-2.69%
12.20%
15.81%
-6.75%
25.42%
2.31%
23.24%
-5.83%
-1.48%
Columbia Integrated Large Cap Val R
33.45%
13.43%
-2.84%
10.90%
19.72%
-11.98%
19.46%
3.72%
27.34%
-7.94%
1.44%
JPMorgan U.S. Applied Data Sci Val R2
34.83%
13.47%
-6.51%
11.61%
16.07%
-8.77%
22.53%
1.04%
30.78%
-6.64%
-0.12%
ClearBridge Value R
37.56%
13.20%
-4.02%
12.11%
14.20%
-13.20%
26.61%
10.88%
27.59%
-6.76%
2.07%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Invesco Comstock Select R5
-1.65%
1.62%
18.95%
0.79%
27.61%
9.59%
9.82%
7.74%
9.13%
9.67%
S&P 500 Total Return
3.67%
7.50%
15.62%
-7.73%
18.60%
11.19%
12.24%
10.06%
10.37%
9.90%
Principal Large Cap Value III R1
-1.31%
-1.48%
10.66%
-6.61%
17.07%
7.02%
8.53%
6.02%
7.06%
5.81%
Columbia Integrated Large Cap Val R
-1.66%
1.44%
11.92%
-6.19%
19.36%
6.01%
8.45%
6.72%
7.67%
7.18%
JPMorgan U.S. Applied Data Sci Val R2
-1.03%
-0.12%
11.17%
-6.29%
19.18%
6.77%
8.62%
7.33%
9.04%
9.02%
ClearBridge Value R
-2.95%
2.07%
14.95%
-5.50%
24.67%
8.86%
9.77%
6.78%
6.79%
11.27%
As of March 31, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023